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Tax Associate Weekly Call is happening in 7 hours
Got Questions?
Good morning Team!! We are available TODAY from 2:00 PM to 3:00 PM CST for live support. If you would like to join us, please check the calendar and register in Zoom to attend. See you there!
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📢 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. 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.
Da’Sha Fields Ready. Set. Go Rise Tax Pro!!!
DaSha is out here shining—locked in, leveling up, and doing exactly what she does best. ✨
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Da’Sha Fields Ready. Set. Go Rise Tax Pro!!!
Rise Tax Associates Training 9:30 AM
Topic: Rise Tax Associates Training Time: Dec 20, 2025 09:30 AM Central Time (US and Canada) Join Zoom Meeting https://us06web.zoom.us/j/87680778028?pwd=8SSJa3x4OJNEj8Gcyb5b3VJo8bEZKU.1 Meeting ID: 876 8077 8028 Passcode: 309980 One tap mobile +13462487799,,87680778028#,,,,*309980# US (Houston) +16694449171,,87680778028#,,,,*309980# US Join instructions https://us06web.zoom.us/meetings/87680778028/invitations?signature=PrQdUCv3oAXTgPz-Px4DRNN4XK1iXSTIf-mn_5GAJe4
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Rise Tax Pros (Tax Associates)
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Your go-to hub for Rise Tax Associates! Get updates, training, tools, and motivation to grow fast, stay aligned, and level up your tax career.
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