Hey 👋🏾 so I’m going to give you all more access to the classrooms. Now I have to mention if you not a partner of Tax Bully Pro the Support /Knowledge, ERO & SB will continue to be locked. I want you all to get the extra support you need. If you didn’t receive the link to the free course let me know so I can send it to you.

Running an ERO office means you wear every hat — manager, marketer, tech support, and sometimes therapist 😅 But remember: the right systems keep you in control, not in chaos. Here are 3 Free Tools Every Tax Boss Should Be Using 👇🏽 🧩 1️⃣ ClickUp or Asana — Keep It Together Stay on top of tasks, track your team, and never miss an IRS or bank deadline again. 💡 Boss Move: Set recurring reminders for EFIN renewals, PTIN updates, and staff trainings. 💬 2️⃣ Loom — Show, Don’t Tell Tired of repeating yourself? Record once, share forever. 💡 Boss Move: Build your own internal training vault using short Loom clips. 📁 3️⃣ Google Drive — Organize Like a Pro Your digital file cabinet for client docs, SOPs, and training materials — all in one secure spot. 💡 Boss Move: Create shared folders by season so everything stays audit-ready and easy to find. ⚡ Final Word from the Bully: A real boss doesn’t chase busy work, they build systems. Pick one of these tools, set it up TODAY, and make your tax business run you-free.

Hey Bosses are you a Jotform user... I didn't forget about you all: ❇️Vacation Vouchers: https://www.jotform.com/form-templates/ur/request-your-complimentary-vacation ❇️UPDATE: Not sure why the templates are not working for you all. I will work on making new ones for you all to use.

New Ptin Partners @Khalia Burton @Deneen Daniels @Chris McRoberts @Tiffany Ferrell @Tiffany King-Carter @Cadiejah Nash New ERO Partners @Lateifah Walker @Toshyanna Hill @Misty McLaughlin Big Congratulations to the NEW SB @Amber Harris @Lavorsha Weathers @Precious Ferguson @Taveria Franklin

Hey Bosses, I have some templates you can use to help you get your office ready for the season: ☑️Client Intake Form: https://www.cognitoforms.com/templates/shared/kjfinancialgroup1/taxcousinintakeform2025 ☑️Client Vacation Voucher: https://www.cognitoforms.com/templates/shared/kjfinancialgroup1/kjvacationvoucherform2025 ☑️Preparer Onboarding: https://www.cognitoforms.com/templates/shared/kjfinancialgroup1/_2025taxseasononboardingtaxsoftwarepayroll ☑️ ERO Software & Bank Products: https://www.cognitoforms.com/templates/shared/kjfinancialgroup1/taxbullyprosoftwarebankproducts