Software Onboarding & Seasonal Mentorship
We don't just hand you a software license and walk away. We provide dedicated setup guidance, bank product walkthroughs, and live support during tax filing season.
How We Support Your Tax Office
Specific, confirmed onboarding and operational assistance available through RM CONSULTANT & TAX LLC.
Software Onboarding Walkthrough
Step-by-step orientation through the cloud software interface. Learn how to create client files, navigate 1040 and business schedules, and run diagnostic error checks.
- Cloud system login & credential setup
- Interview mode vs form entry training
- Diagnostic validation & test returns
Live Peak-Season Mentorship
When tax season is in full swing, having accessible expert guidance is vital. Speak directly with our team to resolve software questions and transmission questions.
- Direct phone line to our desk (872-371-7363)
- IRS rejection troubleshooting
- Priority mentorship for Multi-Office & High-Volume
Bank & Intake Configuration
Ensure your bank product enrollment is fully approved and linked to your software. Configure your TaxesToGo mobile app profile and digital signature rules.
- Bank product enrollment assistance
- TaxesToGo client mobile app connection
- Fee withholding & disbursement testing
Contacting Our Support Team
We prioritize prompt and direct communication with all our partnered offices.
Standard Desk Hours
Monday – Friday: 9:00 AM – 6:00 PM CST (Extended during tax filing season)