Equip Your Team. Protect Your Business. Simplify Success.
The Tax Preparer Onboarding Kit is designed to give your preparers the structure, clarity, and resources they need to start strong and stay compliant. Whether you’re building a team or streamlining your process, this kit ensures every preparer understands their role, responsibilities, and the systems that protect your business.
✨ What’s Inside
Welcome Letter – Set the tone with professionalism and vision.
Preparer Agreement & Compliance Acknowledgement – Secure legal and ethical accountability from day one.
Software Login & Setup Instructions – Get preparers connected and ready to work.
Role Overview – Define responsibilities clearly so there’s no confusion.
Quick Reference Sheet – Fast answers to common tasks and processes.
Preparer Information Form – Keep essential team details on file.
Direct Deposit ACH Form – Streamline payments and compensation.
IRS Resources – Provide direct access to the tools and guidance that matter most.
 
With the Tax Preparer Onboarding Kit, you’re not just training staff—you’re building a professional, compliant, and efficient tax team that’s ready to serve with excellence.
👉 Start every preparer relationship the right way—with systems that set you apart.