Welcome to the Rise Tax Pros Associate Group.This is the official communication hub for all Tax Associates. All updates, training, expectations, and onboarding steps happen here. Participation in this group is required. Before you continue, introduce yourself to the team: Comment with:• Your name• City & state• Tax experience level (it’s okay if none)• Your goals this tax season. Comment “Introduced” when done.

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.