Getting Started With The Tax Pro Builder

The Basics

The Tax Pro Website Builder comes in two forms: The standard “Back-end Builder” and the front-end “Visual Builder.” Both interfaces allow you to build exactly the same types of websites with the same content elements and design settings. The only difference is the interface. The Back-end Builder lives inside of the WordPress Dashboard and it can be accessed along with all of the other standard WordPress settings. If you are familiar with WordPress, this may be a more efficient way for you to edit your site. Tax Pro is best used in visual mode, allowing you to build your page on the front-end of your website.

This tutorial will mainly focus on the visual builder.

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PRODUCT TOUR

To help you get started, there is a built in “Product Tour”. We suggest watching this first. Then return for more training if required.

You cannot do the tour later after it has started, so before you begin, grab your coffee / tea and enjoy the presentation.

Follow these guidelines to start training…

  • Open the tour by logging in to your website, then going to the home page and click on ‘Enable Visual Builder’ 
  • Click “Take the Tour” to get started. NOTE: it only allows you to do this once. Please make sure you have your coffee, popcorn and turn your cell phones off. 
(Notice:) Sometimes you will hear and see the words DIVI. This is the ‘framework’ that the Tax Pro system is built on. It is like running ‘Microsoft Word’ on ‘Windows’. Tax Pro is WORD and Divi is WINDOWS.

Your Tax Pro software is your main work environment and has all the tools you will need to make your website a success.

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More Training

Enabling The Visual Builder

While you are logged in to your WordPress dashboard, you can navigate to any page on the front-end of your website and click the “Enable Visual Builder” button in the WordPress admin bar to launch the visual builder. 

 

The Visual Builder Basics

Keep this image handy to track what each tool of your website does and how you can accomplish creating your own great content.
Tax Pro’s power lies in the Visual Builder, a drag and drop page builder that allows you to build just about any type of website by combining and arranging content sections, rows and modules.

The builder uses three main building blocks: Sections (#1 in BLUE), Rows (#2 in GREEN)  and Modules (#3 in DARK GRAY). Using these in unison allows you to create a countless array of page layouts. Sections are the largest building blocks, and they house groups of rows. Rows sit inside of sections. Modules are placed inside of rows. This is the structure of every Tax Pro website.

Modules will be what you will use the most. (#4). These are opened by clicking the GEAR icon. Text, Headings, images and buttons are just a few modules. (NOTE: All items use the gear to open that items editor. Sections, Rows and Modules use the GEAR symbol)

Once you complete your edits, you will use the System tool (#5, PURPLE icon) to save your edits, When clicked, this opens to display the  SAVE as well as other features.

IMPORTANT: The builder has built in ? HELP with videos for every single feature. Try this out as you are editing to see what tools are availble for you.

 

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EDITING TEXT

The one feature that will be the most used are the text editing tools. Whether changing address, advertising, or writing that great tax blog post. Check out how easy it can be to make those edits.

 

The 'Module' Editor

First find the module of text you wish to edit. Use the ‘EDIT ITEM’ icon to optn the text editor.

Edit text using a text module

This options opens the module directly and allows you to edit the text in the text box.

Edit text using a direct click

Another feature is to click where the text exists to edit it in place.
(Notice:) Certain “modules” cannot be edited using ‘Click on Text’ So you must use the “Edit Item” gear to make your text changes.

Another note is that the very top of your site (called the HEADER) or the bottom section (FOOTER) need to be edited in a different manner. These will be discussed in a later tutorial. For now, if you need a change in one of those sections, we will do the update for you at no charge. Enter a ticket at https://store.sitedart.net/ticket

The end of BASICS

This ends the basics of training. Make sure to do the full interactive tutorial and make a few adjustments to your sites text. 

Training 2 - Appointments Calendar