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Memberships
Rise Tax Pros (Tax Associates)
60 members ā¢ Free
15 contributions to Rise Tax Pros (Tax Associates)
Dec '25 ā¢Ā
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 ā¢ 10d
cant get into crm
Dec '25 ā¢Ā
We will begin accepting tax returns on January 2, 2025.
If you need access to the CRM or the tax preparation software, please send me a private message so I can provide your login credentials and assist you directly.
0 likes ā¢ Dec '25
Is that for the CRM acct? I havenāt received the email with log in credentials yet
0 likes ā¢ Dec '25
Please send credentials. Thank youš
Dec '25 ā¢Ā
Webinars
Iāve never been able to access the webinars. The meeting link on the calendar just says that the webinar will start soon. Is there a Zoom meeting or another separate link?
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0
Dec '25 ā¢Ā
Continued training
is there an area in training where we can process āsampleā returns?
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