Teach the bag. Protect the bag.This kit is your *BS* solution to training your team on bank products and ensuring you don’t get played in the process.Includes editable Canva slides that break it down in plain English, plus a done-for-you agreement that puts everything in writing — just like a real boss should.Perfect for EROs who want to scale with structure.

🔐 WHAT THIS KIT INCLUDES:

• Editable Training Slides to educate your tax team on:

  • What bank products are

  • How they work

  • How to properly present them to clients

  • Rules, compliance, and client transparency

• Legally Binding Agreement that:

  • Holds your preparers accountable

  • Protects your brand from chargebacks & client misunderstandings

  • Sets clear expectations on pricing and profit splits (if any)

🔥 Add-On Customization Available: Want this training deck branded for your business? ✔️ Add your logo ✔️ Use your brand colors ✔️ Drop up to 3 custom images

Just select the $20 customization add-on before checkout, and I’ll brand it for you within 3 business days.