Learn TaxOptix

Training videos

Short walkthroughs of the TaxOptix platform — from your first intake to a full five-year tax strategy. Each video has its own link you can share.

Getting started as an advisor

A walkthrough for advisors: setting up your account, inviting clients, and navigating the TaxOptix advisor dashboard.

How referrer compensation works at TaxOptix: commission tiers, overrides, and how payouts are calculated on each solution.

How to submit an 8881 intake, verify plan records, upload census data, and claim startup-cost and employer-contribution credits.

How to upload a tax return, review identified strategies, and map a five-year plan with credits, plan funding, QBI, and cash yield.