Learn TaxOptix
Getting started as an advisor
A walkthrough for advisors: setting up your account, inviting clients, and navigating the TaxOptix advisor dashboard.
More training
Referrer compensation
How referrer compensation works at TaxOptix: commission tiers, overrides, and how payouts are calculated on each solution.
SECURE 2.0 qualified plan credits
How to submit an 8881 intake, verify plan records, upload census data, and claim startup-cost and employer-contribution credits.
Financial analysis & tax optimizer
How to upload a tax return, review identified strategies, and map a five-year plan with credits, plan funding, QBI, and cash yield.