Refund Society Software Academy

What You'll Learn & Receive:

🔐 EFIN Assistance

• Understanding the EFIN process

• Guidance on EFIN application requirements

• Preparing for the EFIN application process

• Understanding your responsibilities as an authorized tax preparer

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💻 Tax Software Training

• Software navigation and setup

• Client onboarding and return entry

• Common forms, schedules, deductions, and credits

• Return review and submission workflows

• Tips for working efficiently inside the software

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🏢 Business & Back-Office Setup

• Organizing your tax business operations

• Client intake and onboarding workflows

• Essential business systems and processes

• Document organization and recordkeeping

  🏦 Bank Product Guidance

• Understanding tax-related bank products

• Bank-product setup and workflows

• Client communication and processing procedures

• Guidance through the application process and requirements

  📚 Tax Preparation Education

• Tax preparation fundamentals

• Understanding common tax situations

• Deductions and credits

• Return review and accuracy