Introduction Webinar

Explore how Teamwork.tax could benefit your tax business


Course curriculum

  • 01

    Getting Started

    • Welcome & Instructions

    • Why You Care

    • Logging In

    • Clocking In

    • Entering Your Activities

    • View / Approving Activities

    • Entering New Clients

    • The To Do Section

    • Setting Up / Managing Users

    • Search and Find

    • Customizing Activity Types

    • Linking Other Systems and Tools

    • Bank Product Accounting

    • Comments

    • The Discrepancy Checker

    • Reporting, a.k.a. "The Fun Part"

    • Training Your Team

    • Data Export

    • Leadership Best Practices

    • Monthly Subscription Details

    • System Set Up Info Needed from You

    • Next Steps

    • Support Resources

    • Additional Answers

Setup and Monthly Subscription

  • $97.00 first payment, $47.00 / month onwards

    One price, up to 50 team members

    Get started now