Five products, one bundle: the toolkit, the playbook, the courses, the posters, and the dashboard that proves your office trained every preparer — before the IRS ever asks.
This is everything included in the bundle — the toolkit, the playbook, the training, the exams, and the dashboard that documents it all.
Staff turnover. No documented training. No proof anyone actually reviewed the due-diligence questions before the return went out the door. When an audit or compliance check lands on your desk, "we always do that" isn't evidence — documentation is.
Every tool your office needs to train staff, document due diligence, and stay audit ready — in one purchase.
Purchase through Tax Compliance Pro. Learn, apply, and manage training in Atlas Academy.
Organize procedures, documentation, staff resources, and audit-readiness materials in one place. Includes 5 staff training seats to start your ERO Training Center.
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The step-by-step playbook that turns your due-diligence procedures into a documented, repeatable system every preparer follows — audit notices, interviews, documentation, and escalation.
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Printable, office-ready compliance posters that show — the moment the IRS walks in — that your office trains staff and documents due diligence every season.
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The owner-level course and exam covering your responsibilities, penalty exposure, and how to run and prove out a defensible staff-training program.
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Full video training, staff exam, electronic training acknowledgment, and a personalized completion certificate for every preparer in your office.
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Track invitations, video progress, scores, acknowledgments, and certificates for every preparer — then download the office compliance report.
Every preparer gets their own secure account — never a shared office login.
The bundle includes 5 staff training seats. Add more anytime from your dashboard.
Enter each preparer's name and email. They get a unique invitation.
Each preparer creates a password-protected account and watches the training video.
Preparers pass the assessment and electronically sign a training acknowledgment.
The system generates a personalized completion certificate, tied to the training version.
Track every seat from your ERO Training Center and download an office compliance report.
Training access runs for 12 months, with certificates tied to the training version each preparer completed.
Add more anytime from your dashboard — Small Office (5), Growing Office (15), Professional Office (30), or Enterprise for multiple locations.
Every preparer gets their own password-protected login. No shared office usernames — ever.
Access is granted to the purchasing tax office and its purchased seats only — not for resale or third-party training.
No — anyone can purchase the bundle or any individual product. You'll only need a free Atlas Academy profile to open your ERO Training Center and assign staff seats.
The bundle includes 5 staff training seats. Need more? Purchase additional seats anytime from your dashboard, sized for a Small Office (5), Growing Office (15), Professional Office (30), or Enterprise (custom, multi-location).
They watch the training video (progress is tracked), pass a randomized assessment at an 80%+ passing score, sign an electronic training acknowledgment, and receive a personalized completion certificate — all visible from your ERO dashboard.
No. Completing Form 8867 alone does not satisfy every paid-preparer due-diligence requirement. This bundle documents that your office trained staff, tested their knowledge, and required a signed acknowledgment — strengthening (not replacing) your compliance record.
No. This bundle documents completion of a Tax Compliance Pro educational program. It does not represent IRS certification, licensing, endorsement, or a determination that your office has satisfied every legal requirement.
No. Purchase grants access only to the purchasing tax office and the number of staff seats purchased. Access may not be resold, publicly distributed, shared with unrelated offices, or used to provide third-party training services.
Track completion. Document your training. Walk into any audit with the proof your office did the work.