We shouldn’t ask how much knowledge an agent can retain, but rather if it has had the opportunity to develop expertise by practicing as humans do.

Tens of thousands of currently practicing enrolled agents were licensed by the Internal Revenue Service in order to earn their status. Their biggest hurdle in earning their stripes? The enrolled agent ...

According to Anand Kannappan, CEO and co-founder of Patronus AI, for agents to perform tasks at human-comparable levels, they ...

Another best practice that we are seeing from top performers is around agent opt out. The first step to seeing results with agent opt out is to establish perception of it’s availability. In top ...

In the six months since news of the National Association of Realtors‘ (NAR) nationwide commission lawsuit settlement broke, agent attitudes toward the settlement’s required business practice changes ...

The Special Enrollment Examination (SEE) is a three-part exam administered by Prometric on behalf of the IRS. It tests your knowledge of tax law, representation, and filing processes. Each part ...