✍
CLIENT CONTRACTS
Tax preparation agreements, engagement letters, fee disclosures, client service terms, and authorization templates.
Development Preview:
The company selection, resource records,
document selection, and training checklists
on this page are demonstrations.
Selected file names are not uploaded or
saved to a server. Do not use real taxpayer
documents, confidential business manuals,
or sensitive employee records during testing.
Secure company-specific access will be
implemented through the backend.
The switch above is for visual testing only. In production, the server determines which company a logged-in user belongs to. Users will not be able to switch into another company's private resources.
RESOURCE OVERVIEW
Company-specific documents and training
▤
Company Documents
0 Contracts, templates and procedures🎥
Training Videos
0 Company-specific video records🎓
Training Progress
0 / 0 Current-session checklist📖
IRS Reference Resources
0 Public professional referencesCOMPANY RESOURCE CATEGORIES
Every tax business organizes its own resource and training materials
▤
TAXPAYER INTAKE FORMS
Individual, family, business, self-employment, dependent, and specialty tax intake questionnaires and blank forms.
📖
POLICIES & PROCEDURES
Company rules, confidentiality standards, employee procedures, preparation requirements, payroll policies and handbooks.
🎥
TRAINING VIDEOS
Video orientations, recorded classes, tax preparation tutorials, software demonstrations, and company training sessions.
🎓
EDUCATION & COURSES
Learning materials, course assignments, professional education, knowledge assessments, and continuing training content.
▣
BUSINESS DOCUMENTS
Onboarding guides, company reference material, blank preparer forms, internal instructions and other authorized business resources.
MY COMPANY LIBRARY
Browse materials belonging to your selected demonstration company
PREPARER TRAINING CENTER
Company-specific training and professional development
PREPARER TRAINING CHECKLIST
Review key company onboarding and tax preparation topics. This checklist demonstrates training progress during the current browser session.
0% Complete
Session Preview
COMPANY TRAINING LIBRARY
Each business can organize its own private educational materials for its preparers.
◆
New preparer orientation
and company onboarding
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Company tax preparation
policies and procedures
◆
Assigned tax education
and video training
◆
Required acknowledgments,
training records, and revisions
Production training materials will be available only to authorized members of the applicable company.
IRS REFERENCE LIBRARY
Official public IRS resources available to all licensed businesses
SOFTWARE WORKFLOW GUIDES
Learn how Noble Libertas Tax Pro features fit together