VIP intake process zoom

🚨 Game Changer for Tax Pros! 🚨
This class is designed to level up the way you serve your clients. You’ll learn step-by-step how to:

• Maximize the VIP Intake Form for smoother client onboarding

• Properly implement Form 8821 for authorization and compliance

• Get your clients set up on the IRS website and successfully logged in with ID.me

Replay will be sent if missed.