01 / ENROLL
Choose And Check Out
Use Start Now on your package. Create or use your Cima account so your order, lessons and documents stay together. The demo does not collect payment.
YOUR CIMA SETUP GUIDE
From Start Now
To Ready To Work.
Here is what happens after you choose your package, where to find your progress and when Rasheeda steps in.
02 / YOUR DESK
Find Everything In Your Account
Select My Cima Desk in the menu. Open your order to see the next step and the progress already saved.
03 / DOCUMENTS
Complete The Agreement Step
Read the package scope and fee schedule, then complete the agreement when signing opens. During the demo, the acknowledgment is clearly marked as a sample.
04 / LEARN
Work Through The Starter Course
Learn the roles, software workspaces, client intake, filing workflow, fees and first-week routine. Each lesson has a concrete example.
05 / SOFTWARE
Rasheeda Connects Your Setup
Send requested credentials and business details through the assigned secure process. Rasheeda coordinates the provider setup and adds your software destination after activation.
06 / PRACTICE
Use Your Provider Training
Follow the provider’s software-screen lessons and practice with fictional data. Save your support route and rehearse a complete client workflow before serving clients.
Need Help With A Step?
Tell Cima your package, the step you reached and the question or error you see. Keep client documents in the secure document channel. Rasheeda helps coordinate the next move.
Open My Account ↗CIMA, DECODED
Big Words.
Plain Answers.
You don’t have to know the vocabulary to belong here. Tap a term for a quick explanation, then ask us how it applies to you.
Service bureau
A business relationship that may combine access to tax software with onboarding, training, and support for other tax offices. The exact services, fees, and responsibilities depend on the written agreement. It is not, by itself, an IRS professional credential.
Reseller
A business that offers another company’s software under an authorized sales arrangement. Ask who supplies the software, who provides support, and which fees or restrictions apply.
Onboarding
The steps that get you ready to begin: reviewing your agreement, completing required account information, receiving approved access, and learning the workflow. An inquiry alone does not enroll you.
ERO
Electronic Return Originator: an authorized IRS e-file provider that starts the electronic submission of a tax return. This describes an e-file role, not a promise of tax expertise. Read the IRS definition ↗
PTIN & EFIN
A PTIN identifies an individual paid tax return preparer. An EFIN identifies an approved IRS e-file provider. They serve different purposes; having a PTIN does not itself authorize an office to e-file. Compare them at the IRS ↗
Professional tax software
Tools used to prepare and manage tax returns. Available features, supported returns, licensing, training, and support vary by product and package. Ask for a demonstration and written terms for the specific offer.
A quick guide, not personalized tax advice. Program details are defined in your agreement.