There was an issue with submitting login credentials. We plan to have all login credentials issued by tommorrow. Please complete the following form to request your software & CRM login credentials and to set up your CRM. Thank you for your patience. https://www.cognitoforms.com/RiseTaxSoftwareCurrent/RiseTaxAssociatesSoftwareSetUpForm2026

Good Evening Team! Did everyone get your PTINs today?

🚨🔥 IT’S PTIN DAY, RISE TAX PROS! 🔥🚨 Let’s goooo! Today is officially PTIN Day — the day EVERY tax associate needs to lock in their PTIN and get ready for tax season! If you haven’t grabbed your PTIN yet, this is your sign to stop what you’re doing and RUN — don’t walk — and get it done. This is your official license to prepare taxes and the FIRST step in your Rise Tax Pros journey. Secure your PTIN here: https://rpr.irs.gov/ptin Drop a “DONE” in the comments once you’ve secured yours. Let’s get this season started the RIGHT way — compliant, certified, and READY TO WIN!

Welcome to the Rise Tax Pros Associate Group.This is the official communication hub for all Tax Associates. All updates, training, expectations, and onboarding steps happen here. Participation in this group is required. Before you continue, introduce yourself to the team: Comment with:• Your name• City & state• Tax experience level (it’s okay if none)• Your goals this tax season. Comment “Introduced” when done.

All Rise Tax Associates must complete the following trainings before preparing returns. These modules give you the tax knowledge, system skills, and compliance foundation needed to succeed. 1️⃣ Tax Law Library & Software Training Start your tax fundamentals and software overview here.Training Link:https://learn.risetaxpro.com/courses/offers/21ce868e-63f2-4b77-a4b0-fe1cce44636b 2️⃣ Rise Tax Associates System Training™ Learn how to navigate the Rise platform, workflows, expectations, and success path. Training Link:https://learn.risetaxpro.com/courses/offers/21ce868e-63f2-4b77-a4b0-fe1c 3️⃣ CRM & Software Access CRM Login:https://rise-tax-pro.taxcrm.app/login/ Tax Software Login:https://risetaxpro.cloudtaxoffice.com/proavalon/CoreLink/Index?ReturnUrl=%2fproavalon%2fCompany 4️⃣ IRS Preparer Due Diligence Training Required by the IRS for all preparers. Must be completed before preparing returns. Training Link: https://apps.irs.gov/training/login/auth ✔️ Action Required Complete all trainings in order and take notes for our next coaching call. Let us know if you need help accessing anything.