Good morning Team! 🌻🌻 We noticed a few questions coming in about how to get your link or QR code and how to add it to your flyer, so we went ahead and made a simple step by step guide for you. You can find the guide in the Classroom, under Resources for Rise Tax Associates. It walks you through how to generate your link or QR code directly from the CRM so clients can easily submit their info. Take a look when you get a chance, and if you still run into any issues, just let us know and we’ll help you out 😊

Hi Team! We have our coaching call tomorrow at 2pm CST and we want to make sure we cover what you need most! If you have a question, topic, or situation you’d like us to discuss on the call, please submit them using the form linked below: 👉🏼👉🏼 https://www.cognitoforms.com/RiseTaxInc/WeeklySupportCallQuickSubmissions 👈🏼👈🏼 You can submit anything related to workflows, software, clients, or general guidance. No question is too small!! Please send your questions before the call so we can review them ahead of time. Looking forward to a great session tomorrow!

If you have not completed our Referral Training. Please log in to your CRM and complete this training!

Remember to add your 50 names, email addresses and phone numbers to the CRM. This is apart of your onboarding. All onboarding steps must be completed before you can receive company provided tax leads.

We are happy to announce that we’ve added an additional weekly coaching call to give you more flexibility and support!! You can now join us every Wednesday at 2:00 PM Central Time, in addition to our regular Friday sessions. This gives you another opportunity each week to connect, ask questions, and stay aligned. Both coaching calls are now live on the calendar. Join the session that works best for you, or attend both if you’d like. Please register for the zoom meeting so that you can receive notifications! See you there!