Training Moved To Saturday!! · Rise Tax Pros (Tax Associates)

Training Moved To Saturday!!

Hi Team — Big Announcement!

We’re moving our live training to Saturday as we complete onboarding for our newest Tax Pros. We expect onboarding for new associates to wrap up by Friday, which puts us in a great position to move forward together.

You’ll receive a training video tomorrow to review in advance. Please watch it and come to Saturday’s session prepared with any questions—this will help us make the most of our time together.

We’ll also be holding pop-in office hours tomorrow and Friday for anyone who needs support, clarification, or has outstanding questions.

On Saturday’s training, we’ll be diving into client intake and preparing demo tax returns, so get ready—we’re officially stepping into hands-on work.

I’ll be posting the demo software download link shortly, so please keep an eye out for that. By now, everyone should be close to completing the 7-Day Challenge and getting fully acclimated to the system.

We are almost ready to move into production, and I’m excited about the momentum we’re building. Let’s finish strong and get ready to go!

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