If you have not completed our Referral Training. Please log in to your CRM and complete this training!

Remember to add your 50 names, email addresses and phone numbers to the CRM. This is apart of your onboarding. All onboarding steps must be completed before you can receive company provided tax leads.

That was a fun and productive meeting! We appreciate you being there. Did you miss the call today? Don't worry! We have another coaching call coming up on Wednesday. Please check the calendar here for the Zoom link and registration details. Will we see you on the next call?

Success in the tax business is a numbers game! You can gain 100 clients by having 10 referral agents. Ask your immediate circle if they would like to make an extra $1000 this month by sending referrals! All you need is 10ppl to send you 10ppl each to reach 100 tax clients!

📢 Team Announcement Hi Team, We’ve updated our weekly support calls! Calls will now be held every Friday at 2:00 PM CST. Please mark your calendars and plan accordingly. The zoom information is located inside of the community calendar. Please register for the zoom meeting so that you can receive notifications! See you there!!! Thank you!