2026 / 2027 Pre-Season Training
GetSmart Tax Preparer Bootcamp: Master the Software & The Business
Don't wait until tax season starts to learn your software. Join our live, hands-on virtual bootcamps in November 2026 and January 2027 to master keystrokes, compliance, and client acquisition.
Cohort 1: Pre-Season Masterclass
November 2026 Bootcamp
Designed for new preparers setting up their office, enrolling with bank partners, and organizing marketing campaigns before the rush.
- IRS PTIN, EFIN & bank partner enrollment review
- Software installation & database configuration
- Office setup, intake scripts & client onboarding
Cohort 2: Pre-Launch Sprint
January 2027 Bootcamp
Intensive return walkthroughs, mock tax scenarios, error rejection resolutions, and advance loan disbursement protocols.
- Form 8867 Paid Preparer Due Diligence compliance
- Refund Advance loan issuance keystrokes
- Handling complex multi-state returns
Comprehensive Curriculum
Core Modules Covered in Both Sessions
Software Navigation
Keystroke shortcuts, asset depreciation, dependents, and state return attachments.
IRS Compliance
Form 8879 signatures, taxpayer identity verification, and audit-proof record retention.
Marketing & Growth
Lead generation scripts, local business partnerships, and referral incentives.