How to Pull List of People Who've Bought a Particular Course
You would head to Users, and set up a couple filters with the Advanced Search Settings. You'd select Users Enrolled in: Business Tax Verified Bun...
Fri, 24 Aug, 2018 at 10:27 AM
How to give discount or free course
I just discovered that with the auto-renewing subscription for the 20 hour course, we have to go through the FRONT END of the website, or else it will mess ...
Fri, 8 Sep, 2017 at 11:37 AM
How to Ship Hard Copy Textbook
We have a "store" on, check it out here, and one of the things we sell in the store is hard copy textbooks of the courses. ...
Thu, 31 May, 2018 at 1:25 PM
How to answer questions about other tax software being cheaper.
"They have a better deal than we have?  That would be surprising.  Tell you what, let's look at their pricing right now together, while I have you...
Wed, 4 Oct, 2017 at 6:05 PM
How to Set Up EA Test Preparation Course
The EA exam prep course is on our partner's system, Lambers, Inc. Here's a video showing the process for setting up a customer account for thi...
Wed, 22 Aug, 2018 at 4:05 PM
How to Mark Ticket for Sales Follow-Up
It's very important that we use the customer service system to identify sales opportunities. When you see that a ticket is a sales opportunity--for...
Fri, 30 Mar, 2018 at 4:51 PM
What to Do When Student Reports Error in Course
What to do when student reports possible error in course:
Thu, 5 Apr, 2018 at 4:31 PM
How to Turn Off Tax Software for Customer Non-Payment
We offer payment plans on software. If customer doesn't pay the payments, they need to get cut off from the software, however you do NOT delete the...
Thu, 5 Apr, 2018 at 4:34 PM
How To Setup A New Software Purchase
Every year, around August/September, uTax (our software partner) updates the Pronto Tax School main office settings requiring us to verify them before we ca...
Tue, 21 Aug, 2018 at 5:55 PM
How To Find Duplicate Charges in Stripe (Or I Can't Find a Charge in Stripe!)
Among our current 3 systems that must be in sync, Thinkific, Kartra, and Stripe (or Paypal), Stripe is the only one where the email is not a unique identifi...
Tue, 2 Jul, 2019 at 12:07 PM