Mini Instructor Course: Bank Product & Fee Training

Take the guesswork out of explaining bank products and fees! This Mini Instructor Course is designed for tax office leaders who want to confidently train their preparers LIVE on how to present, disclose, and handle bank product fees with clients.

📌 What’s Included:

✅ Fee Breakdown Training – Covers all fees in plain English.
✅ Bank Product Overview – Clear explanation of refund transfers, refund advances, and disbursement options.
✅ Interactive Activity – A team exercise where preparers practice explaining the total client fees upfront to build confidence and compliance.

🎯 Why This Course?

• Builds confidence in your preparers when discussing fees.

• Ensures compliance & transparency with clients.

• Saves you time everything is already structured and ready for you to teach LIVE.

• Helps you run a professional, consistent office where every preparer is on the same page.

👉 This is a must-have training tool for EROs, Service Bureau Owners, and Office Managers who want their team confident, compliant, and client-ready.