Video placeholder
Getting Started
Welcome to AgentTaxPackage™
A guided tour of the platform and how the pieces fit together.
Coming soon
Official education platform · ATP Academy™
Master AgentTaxPackage™
Everything you need to confidently organize your real estate business, maximize deductions, prepare for tax season, and get the most from AgentTaxPackage™.
Search byFeatureKeywordProblemWorkflowIRS terminologyCategory
Learning Paths
Featured learning paths
Structured tracks that take you from your first login to a fully organized, accountant-ready business.
Beginner
Day One
Your very first look at AgentTaxPackage™. What the screen is, what every menu item does, and where to start.
10 min 4 lessons
Beginner
Money Going Out
The Expenses screens, one at a time. Where your spending lives, what the form is asking, and how to fix a mistake.
11 min 5 lessons
Beginner
Receipts
The Receipt Center, screen by screen. Your digital filing cabinet and how to keep it tidy.
8 min 4 lessons
Beginner
Mileage
The Mileage screen and the two reminders you may see. Starting a trip, finishing it, and fixing one.
12 min 6 lessons
Beginner
Money Coming In
Income, Properties, Vendors, and Funding — one short lesson per screen.
11 min 5 lessons
Beginner
Checking In On Your Business
The Reports screen and the short routines that keep you ready — weekly, quarterly, and at year-end.
10 min 4 lessons
ATP Academy™
A structured program, beginner to advanced
ATP Academy™ is the guided curriculum inside AgentTaxPackage™ Learning. Each level builds on the last — starting with setup fundamentals, moving through daily workflows, and finishing with the advanced habits that make tax season effortless.
Level 1 — Foundations
Set up your account and learn the core vocabulary.
Level 2 — Daily Workflows
Build the routines that keep records complete.
Level 3 — Advanced & Accountant Ready™
Prepare a clean handoff and master year-end.
Progress illustration placeholder
Progress tracking coming soon
Progress tracking is not enabled yet. This space will show your completed lessons, current level, and next recommended step.
Videos
Video training library
Short, focused walkthroughs. Recorded sessions will appear here as they are published.
Video placeholder
Expense Management
Recording Your First Expense
Watch a complete expense entry from start to save.
Coming soon
Video placeholder
Receipt Center
Receipt Center Walkthrough
Where documentation lives and how to keep it complete.
Coming soon
Screenshots
Visual walkthroughs
Every lesson will include annotated product screenshots. Real captures are added as features are documented.
Future ATP ScreenshotPlaceholder — real screenshot coming soon
Future ATP ScreenshotPlaceholder — real screenshot coming soon
Future ATP ScreenshotPlaceholder — real screenshot coming soon
Downloads
Guides and checklists
Printable references to keep your records complete between lessons.
Quick Start Guide
A short walkthrough of your first week inside AgentTaxPackage™.
PDF · Coming soon
Expense Checklist
A category-by-category reference for recording business expenses.
PDF · Coming soon
Mileage Checklist
What to capture for every business trip so records hold up.
PDF · Coming soon