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See You At The Bank Community
206 members • $47/m
Rise Tax Pros (Tax Associates)
60 members • Free
13 contributions to Rise Tax Pros (Tax Associates)
19d •
Have questions for tomorrow’s coaching call? 🤔
Hi Team! We have our coaching call tomorrow at 2pm CST and we want to make sure we cover what you need most! If you have a question, topic, or situation you’d like us to discuss on the call, please submit them using the form linked below: 👉🏼👉🏼 https://www.cognitoforms.com/RiseTaxInc/WeeklySupportCallQuickSubmissions 👈🏼👈🏼 You can submit anything related to workflows, software, clients, or general guidance. No question is too small!! Please send your questions before the call so we can review them ahead of time. Looking forward to a great session tomorrow!
0 likes • 18d
Hello Ms. Chas, my flyer does not have a QR code?
1 like • 17d
Hello Ms. Chas, My CRM tutorial is not working.
20d •
Our Referral Program Is A Powerful Opportunity—Don’t Miss It.
If you have not completed our Referral Training. Please log in to your CRM and complete this training!
0 likes • 17d
Hello Ms. Frank, My CRM tutorial is not working.
Dec '25 •
CRM Set Up IMPORTANT
If you have already started your CRM setup, please log in and complete all remaining sections. If you have any questions about the CRM setup process, post them here so they can be addressed and RESOLVED.
0 likes • Jan 1
Where do we practice the tax return? Do I actually practice in the CRM or the actual software itself. I don’t have access to the CRM. I tried with the demo user (did not work), and I tried with my email in the “sign into your account” page.
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@andromarque-breda-8479
Hello, I’m Andromarque, an entrepreneur building my own tax preparation business. Excited to learn and looking forward to this new journey together.
Active 4d ago
Joined Dec 2, 2025
Newark, NJ
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