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

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.

The Rise Tax Associates Training has officially been updated in the Classroom section. All modules, tools, and resources have been refreshed to give you a clearer learning path and help you perform confidently throughout the tax season. Inside the updated training, you’ll find: - New step-by-step guidance for navigating the Rise Tax Pros systems - Updated tax law and compliance resources - Refreshed due diligence and workflow instructions - Improved software training and process walkthroughs - Clear action steps and expectations for your role - IRS Tax Preparer Due Dillegence Training. Please review the updated training as soon as possible. Make sure to go through each module carefully and take notes on any questions you may have for our next coaching call. Your growth, confidence, and success start with mastering the fundamentals — and this update gives you everything you need to thrive. If you have any issues accessing the Classroom, let us know.