📢 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.
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.
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📢 Required Rise Tax Associate Trainings
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