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Train your team
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Preparer's COMPLIANCE TRAINING KIT

$27.00

$37.0027% off

Quantity

X+

Listen, if you're an ERO or Service Bureau still crossing your fingers hoping your team knows what to do — this one's for YOU.

This plug-and-play training bundle includes:

  • 💻 A 20+ slide presentation covering IRS expectations, due diligence, data security, and compliance

  • 📝 Printable Agreement for your team to sign (hello, paper trail 👀)

You don’t need to be a tech expert or spend hours creating training. I already did the work — just brand it, teach it, and keep it movin'.

Perfect for:

  • New EROs onboarding a team

  • SBs training their PTINs and contractors

  • CEOs who want to CYA (cover yo’ ass) with documented training

💼 Bonus: Optional upgrade for logo, brand colors, and signature integration 🔥

Protect your brand, protect your bag.

You’ll have:

  1. Download Link 1 – Editable PowerPoint/Google Slide deck

  2. Download Link 2 – Editable PDF Agreement for Preparer Signature

🔥 Add-On Customization Available: Want this training deck branded for your business? ✔️ Add your logo ✔️ Use your brand colors ✔️ Drop up to 3 custom images

Just select the $20 customization add-on at checkout, and I’ll brand it for you within 3 business days.