Onboarding process
Schedule a 1 on 1 Video call with Dr. Geno
- Login to GBC University on Skool
- Sign Up for Tax Pro 360
- Review Agreement | W9
- Send a Pic = We will Build Your Webpage
- Compensation Training
- Standards of Professional Conduct
- PTIN Application Assistance (if needed)
- EFIN Application Assistance (if needed)
- Let's Get You Paid = Direct Deposit Setup
- Setup Your Tax Mobile App
- Tax Boot Camp Access
- 1 on 1 Tax Software Show & Tell
- 1 on 1 Tax Due Diligence Training
- Start Your Tax Return with the App
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