The number of meetings will depend on the product mix your firm purchased. Please consult the chart below. Keep in mind that Leadsheets Training is covered in a separate 90-minute meeting and is not included in these tallies. The first meeting is always the Kickoff Meeting, and the last meeting is always the Go Live Meeting.
1040SCAN only | 5 meetings |
1040SCAN + TaxCaddy | 7 meetings |
1040SCAN + Leadsheets | 6 meetings |
1040SCAN + TaxCaddy + Leadsheets | 8 meetings |