ERO Team Onboarding System Starter Kit

Give your new tax preparers a seamless start with the ERO’s Onboarding Preparers Folder. This complete package is designed for EROs who want their team to hit the ground running organized, compliant, and ready to serve clients.

Includes:

• New preparer welcome packet (editable)
• Preparer agreement & compliance acknowledgment forms
• Software login & setup instructions
• Tax law refresher & IRS resource links
• Document handling SOPs & data security guidelines
• Communication templates for client interactions

Perfect for EROs who want to standardize training, maintain compliance, and set high professional standards for their team.