Tax Pro 360 Onboarding! · TaxPro.360

Tax Pro 360 Onboarding!

🚀 Welcome to Your GBC Tax Pro 360 Onboarding System!

Read this entire post carefully — this is everything you need to succeed inside GBC.

🔥 BEFORE YOU BEGIN — A Few Encouragements

1️⃣ Feel free to use the Skool Chat for communication.

Skool keeps everything in one place and makes it much easier for us to support you.When you ask questions, post updates, share progress, or upload documents there, the whole team can help you faster.

2️⃣ Take advantage of Skool’s Gamification System.

Every time you:

Leave a comment
Ask a question
Complete a training module
Participate in discussions
Engage with the community

➡️ You earn points and level up!

This helps you stay active, get noticed, and unlock more value inside the community.

📘 SECTION 1 — Tax Pro 360 Training

1a. Register for the Tax Pro 360 Course.....This is your foundation. Everything else builds on this training.

1b. Begin Reviewing the Course Modules.....Explore the tools and templates inside Tax Pro 360.

📸 SECTION 2 — Photo & Business Setup

2a. Send a clear, professional photo...Used to build your GBC webpage.

2b. Complete the Tax Business Setup Form👉 https://forms.office.com/pages/responsepage.aspx?id=IxpPCrbzxUSQdTn9Z2jdGvcp69ZkvfBPhBI6C1hr8elUNVM4ODlTQUwxREU0UTdWWU5RNUxUOTZDQy4u&route=shorturl

🎓 SECTION 3 — Complete Your Certification

Before your 1-on-1 coaching:✔️ Complete modules✔️ Leave a course review✔️ Pass final exam✔️ Receive your certificate

📞 SECTION 4 — 1-on-1 Coaching with Dr. Geno

During your session, we will:

Create your GBCS folder
Add the GBC Resources shortcut
Schedule PTIN Application
Complete Compensation Training
Update or build your Google Business Page

💻 SECTION 5 — Software Activation

GBC will help set up your:

Tax Software Login
Mobile App (connected to your software)
Client Portal (also connected to your software)

🧪 SECTION 6 — Practice Returns

6a. Complete Practice Returns Test your:

Mobile App
Client Portal
Software import

6b. Post inside Skool when complete(This helps us keep everything organized.)

6c. Schedule support if needed

🧱 SECTION 7 — Standards, Compensation & OQC

7a. Standards of Professional ConductOperate with professionalism, ethics, and excellence.

7b. Compensation Summary

You earn 100% tax prep fees
10–25% commissions for referrals
E-File Fee training
How payouts work

7c. OQC TrainingLearn how orders are submitted, tracked, and paid.

📈 SECTION 8 — Coaching Levels

Level 1 — PTIN CoachingLevel 2 — EFIN CoachingLevel 3 — Service Bureau Coaching

Skool is your home base for training, questions, and support.

💰 SECTION 9 — Referral Program

9a. You can refer ANY service immediately:Tax • Bookkeeping • Payroll • Business Formation • Credit • Websites • Marketing • Software

GBC HQ completes the work — you earn commissions.

9b. Commission Structure

100% tax prep revenue is yours
10–25% commissions for referred services

9c. Submit referrals using the OQC process

🚀 SECTION 10 — Go Live Checklist

You’re ready to go live when:✔️ Tax Pro 360 completed✔️ Certificate issued✔️ PTIN applied✔️ Software connected✔️ Mobile app connected✔️ Client portal connected✔️ Practice returns completed

Final Step:Start your first official tax return in your new system.

💡 The GBC 5-Point Game Plan