MODULE 01
New preparer onboarding
Structured learning objective, procedure, evidence check, competency point, and escalation path.
TRAINING
Learn the procedure before you perform the action.
Training content is separated from live production authority so simulations, labs, and instructional workflows cannot be confused with operational credentials.
MODULE 02
E-file and authorization gates
Structured learning objective, procedure, evidence check, competency point, and escalation path.
MODULE 03
Transcript consent workflow
Structured learning objective, procedure, evidence check, competency point, and escalation path.
MODULE 04
Payroll source-of-truth controls
Structured learning objective, procedure, evidence check, competency point, and escalation path.
MODULE 05
Security and WISP practice
Structured learning objective, procedure, evidence check, competency point, and escalation path.
MODULE 06
Release and incident runbooks
Structured learning objective, procedure, evidence check, competency point, and escalation path.