Good morning! Hope everyone is doing well. This is an update for everyone who has completed onboarding and submitted the Software Login Credentials Request Form. ✅ All tax software login credentials have now been issued for those who completed the form in full. Our admin team has followed up with a few individuals regarding missing information, primarily PTIN numbers. If you received a message from admin, please respond as soon as possible so your access can be finalized. At this time, all credentials have been issued for everyone who submitted the required information. Thank you for your cooperation and for staying on top of your onboarding steps.

Greetings! Tax season is right around the corner, and the IRS officially opens on 1/26/2026 🗓️💼 ✅ Action Required:Please complete your onboarding in Classroom as soon as possible so you’re fully prepared and ready to go when tax season kicks off 🚀 The sooner you finish onboarding, the smoother (and more profitable 💰) your tax season will be. Let’s get ahead and start strong! 💪🔥 If you need help or have questions, jump in now—don’t wait until opening week! 📌 Let’s get you tax-season ready! 🧾✨

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

Completed🤞🏽

Tax Associates, please note that the Tax Season Flyer Template and Instructions have been UPDATED and are now available in the Classroom under the Onboarding training section. This update includes: - The latest Canva flyer template - Step-by-step instructions on how to copy the template and customize it with your name, phone number, and photo All associates should review the updated materials and ensure their flyer is properly customized before using it for marketing. Please log into the classroom and complete this step as part of your onboarding requirements.