PTIN Recruitment Engine
Build a more organized system for attracting, interviewing, following up with, and onboarding tax professionals.
Recruit & OnboardDiscover business expansion solutions designed to help tax business owners recruit, train, and support their teams while building more organized operations.
A Special Invitation to Tax Business Owners
Live on Zoom · 90 minutes · Hosted by Will Jennings
A first look at the infrastructure we’ll walk through together during the workshop.
Build a more organized system for attracting, interviewing, following up with, and onboarding tax professionals.
Recruit & OnboardBring structured, branded training into your tax business with AI-supported educational resources and onboarding content.
Train & DevelopExplore tools and workflows designed to organize client relationships, follow-up, pipelines, and business operations.
Organize & Operate
Will leads the live session for B.E.E. Hive, walking through how each system works and how it may fit into the way your tax business operates today.
Join the Tax Business Expansion Workshop to discover how these solutions work and explore how they may fit into your tax business.
The next workshop date will be announced soon.
Free to attend. Registration takes less than a minute.