š¢ Required Rise Tax Associate Trainings
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. 1ļøā£ 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 2ļøā£ 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 3ļøā£ 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 4ļøā£ 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 āļø Action Required Complete all trainings in order and take notes for our next coaching call. Let us know if you need help accessing anything.