PTIN Bank Product Training Kit

Set your tax office up for smooth, compliant, and profitable bank product season. The Bank Product Training Kit is designed specifically for tax pros who want to train their team, stay compliant, and operate like a pro.

What’s Included:
✔️ Training Slides – Step-by-step slides to teach you or your team how to offer and manage bank products with confidence.
✔️ Bank Product Agreements – Professional, ready-to-use agreements to protect your business and clients.
✔️ JotForm Compliance Agreement – Easy-to-use digital form to collect required acknowledgments and keep your office audit-ready.

Perfect for solo preparers or tax offices with a team, this kit makes it easy to train, stay compliant, and start offering bank products without the guesswork.

💖 Instant download

🖤 Built for PTIN holders ready to level up

💖Perfect for EROs training their team of PTINs

Launch bank products the right way—grab your training kit today and hit the ground running this tax season!