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Tax Professional Onboarding: Navigating Your PTIN Journey
Module 1
Welcome to the Team of Tax Professionals!
Module 2
Disclaimer for PTIN and Training Platform Use
Module 3
Stay Connected with Your Account Manager
Module 4
Purchase Access to Tax Pro University
Module 5
Obtain Your Software Credentials
Module 6
Set Up Your ADP Payroll Account
Module 7
Choose Your Business Name
Module 8
Register for Your PTIN
Module 9
Get a Professional Photo
Module 10
Create Professional Content
Module 11
Utilize Social Media for Marketing
Module 12
Getting Started with Marketing
Module 13
Training and Due Diligence
Module 14
Scale and Monetize Your Business with Social Media University
Module 15
Setting Your Price Points During Tax Season
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Training and Due Diligence
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