November 6, 2026
Due Diligence Training
Due diligence requirements for tax preparers: verifying client information, documentation, and credits.
Due diligence requirements for tax preparers: verifying client information, documentation, and credits.
Ethics and professional responsibility for tax preparers.
Learn about the features CrossLink includes to make your job easier: Tax Vision Assist, TaxPass and Library Database, plus third-party integrations with SmartWhiz and Zapier.
Tell us who you are and accept the ETS Preparer Pledge. Every training video unlocks right away.
