Academy

Short lessons your team can trust.

Lessons live inside the staff app. Each production lesson cites dated guidance and is reviewed before release. Nothing here is tax advice.

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Course preview

What's in the first release

Reviewed before release · not tax advice

  • Office workflow

    Running a clean intake

    In review

  • Income documents

    Reading a W-2 box by box

    In review

  • Income documents

    Interest income and the 1099-INT

    In review

  • Deductions

    Mortgage interest: itemize or standard?

    In review

  • Compliance

    Consent before disclosure (Form 7216)

    In review

  • Product

    Working with the AI assistant

    In review

Bring the Academy to your team.

Included in every plan.

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Coming soon
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