Team learning
Short lessons your team can trust.
The Tax Harbor Academy hosts lessons for office workflow, income documents, deductions, compliance and the assistant. Each production lesson cites dated guidance and is reviewed before release.
Lessons
Built around the work your team actually does.
Running a clean intake. Reading a W-2 box by box. Interest income and the 1099-INT. Mortgage interest: itemize or standard? Consent before disclosure (Form 7216). Working with the AI assistant.
- Office workflow
- Income documents
- Deductions and compliance
Standards
Cited, dated, reviewed. Not tax advice.
Every lesson names its source — IRS form instructions, publications, the regulations — with the date it was checked, and is reviewed before it is published to the Academy.
- Sources named
- Dates recorded
- Reviewed before release
What's included
Everything in the box.
- Lessons inside the staff app
- Topics by workflow
- Cited sources
- Review before release
Keep exploring
Related
Keep exploring
Give the team a place to learn.
A short walkthrough with your office's questions in mind.
