• Tax Preparation Training

    Tax Preparation Training
  • Our Learning Group provides you with all of the operational training materials you need to run your offices. This includes materials that will help you operate a successful Tax School and train your staff on Jackson Hewitt’s products, services and systems. We also offer training events for new Operators and their management staff.

    Intensive Franchise Initial Training (FIT)

    Franchise Initial Training is a blended program that consists of online modules, a participant manual, resource documents and a classroom event. The program is designed to introduce you to Jackson Hewitt and get you started in launching your new business. This program will assist you in gaining the knowledge and tools you need to prosper.

    Effective Learning Resources

    Manuals, online training modules, webinars and videos help prepare your staff and meet annual Continuing Education requirements.

    Our ProFiler® Software

    Our proprietary Q&A tax preparation software, ProFiler®, is easy to use and fully supported by a dedicated technology team. It offers real value for customers by helping uncover credits and deductions that might otherwise be missed.

    Ongoing Growth Development and CE/CPE Training

    Our Learning Group was recognized by Chief Learning Officer magazine’s 2014 LearningElite, a program that highlights high-performing organizations that employ learning and development as a strategic tool. Annual and quarterly in-market training workshops, eSessions and Basic, Intermediate and Advanced tax education are designed to keep your staff up-to-date on changing tax laws.

    Tax School Recruitment

    Every year, professionals eager to learn tax preparation insights attend our comprehensive tax school courses. This gives you the opportunity to recruit talented tax preparers ahead of tax season.

    Effective Learning Resources

    Manuals, online training modules, webinars and videos help prepare your staff and meet annual CEC Continuing Education Credits requirements.

    Pre-Season Training

    Season-readiness workshops and income tax courses cover essentials in lead generation, office policies and procedures, product offerings and customer service.