You’ve got the software. Now strengthen the people using it.

The Training Plug Bundle is designed for tax professionals and office owners who already have their tax software handled but want to invest in stronger knowledge, better-prepared teams, and continued professional development.

This Coworker Day bundle brings together Moneybag’s continuing education, white-label team training resources, and class replay library so you can sharpen your own skills while also creating a stronger training experience for your team.

Whether you're preparing new PTIN preparers for their first season, developing returning team members, or strengthening your own tax knowledge, the Training Plug gives you education you can continue using throughout the season.

What’s Included

AFSP Course Continuing education designed for eligible tax professionals working toward completion of the IRS Annual Filing Season Program requirements.

White-Label Team Training Resources Ready-to-brand educational resources you can customize and use to train your own tax office team.

Class Replays On-demand access to eligible Moneybag training replays covering tax preparation, compliance, business operations, client management, and other tax industry topics.

Exclusive Bonuses

90-Day Team Training Plan A structured training schedule to help you prepare and develop your tax team without trying to figure out what to teach and when.

PTIN Team Onboarding Checklist A practical guide to help you cover the important steps when bringing new PTIN preparers into your office.

Team Development Checklist A resource to help you identify the knowledge, skills, and development areas your team should strengthen before and throughout tax season.

Who Is This Bundle For?

The Training Plug Bundle is a great fit for:

EROs who already have professional tax software
Tax office owners preparing PTIN preparers for the upcoming season
Tax professionals who want to continue developing their own knowledge
Offices that need a more structured approach to team training
EROs who don't have time to create all of their training materials from scratch
Tax professionals who want on-demand access to Moneybag education

Optional Add-Ons

Want additional education or hands-on training? You can add:

Train Your Team Service
Additional CE Courses
ERO Mentorship Evergreen Replays

Optional add-ons are sold separately and are not included in the Training Plug Bundle unless specifically stated at checkout.

Important Information

White-label resources may be customized and used for training within the purchaser's business in accordance with the applicable license terms. White-label access does not transfer ownership of the original intellectual property or automatically grant resale rights unless specifically stated.

Completion of included continuing education does not by itself guarantee participation in or completion of the IRS Annual Filing Season Program. Tax professionals are responsible for meeting all applicable IRS requirements.