Client Intake, Document Collection & Tax Office Workflow

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Bonus skill course: running the tax office front end — intake, documents, due diligence records, secure collection and the season closeout.

Recommended CE: None · IRS CE Category: Non-CE (usually non-CE unless rewritten as federal tax due diligence / data security training) · Course type: Practical office training · Track: Bonus Non-CE Skill Courses

Course Content

Part 1 of 1 1 Quiz
Lesson Content