Foundation Training Program
Master the fundamentals of Formality Tax platform to maximize your practice efficiency.
Your Progress
1 of 4 completed
25% complete
What You'll Learn
Client Management
Efficient client onboarding and relationship management
AI Document Processing
Leverage AI for document analysis and data extraction
Workflow Optimization
Streamline your tax preparation processes
Course Lessons
Getting Started with Formality Tax
Introduction to the platform and basic navigation
15 min
Completed
Client Onboarding Process
How to efficiently onboard new tax clients
20 min
Document Management & AI Processing
Using AI to process and organize client documents
25 min
Tax Return Preparation Workflow
Step-by-step tax return preparation process
30 min