Support/Training/CE - AffordaTax Biz-In-a-Box
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Support & Training

Tax Software Training


Your AffordaTax Biz-in-a-Box includes online training showing you how to set-up, create logins & use the software. Our tax software includes Mobile Document App Securely, which allows you to share and sync tax documents & easily scan/request documents on-the-go.

Taxation Training Continuing Education (CE)


Your AffordaTax Biz-in-a-Box comes with taxation training for new and seasoned tax preparers. Every preparer will take the taxation training. You can opt for us to report 18 continuing education (CE) credits to the IRS (under your PTIN), once you take optional quizzes after each section. Taking the quizzes and reporting the CE hours to the IRS are not required.


Our taxation training uses an online video-based training system. We combine tax instruction with hands-on practice problems. This system allows you to spend less time training you & your staff & more time marketing to grow your tax business.

Tech Support


We utilize cutting-edge technology to quickly connect with our tax professionals so we can identify your issue and answer your questions in a matter of seconds. Our support team consists of CPA’s, EA’s and experienced industry professionals who provide tax software set-up & ongoing support.