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Digital guides, compliance systems, and SOP toolkits. Instant download after checkout, backup link by email — current-edition updates included.
Due Diligence
8 items
Advanced Due Diligence & Preparer Risk
$49Scenario-based advanced training: changing facts, Schedule C reconstruction, competing claims, prior disallowance, escalation, firm super…
Advanced Due Diligence Proficiency Assessment
$39A 50-question scenario-based proficiency assessment with domain floors, remediation routing, and a private pass record (not an IRS creden…
Due Diligence Firm Readiness
$299B2B firm readiness for up to 5 preparers: assessment, training assignments, firm-level reporting and controls.
Due Diligence Instructor-Led Training
Coming SoonB2B facilitated instructor-led training for firms and teams.
Due Diligence Pro
$199The complete DD Pro bundle: Readiness + Fundamentals + Quick-Start + Advanced + Assessment + GTQ-013 system.
Due Diligence Quick-Start Toolkit
Coming SoonFree quick-start toolkit — the practical first tool for due-diligence workflow.
Due Diligence Readiness Check
FreeA free 20-question readiness check with provider key — find your due-diligence gaps in minutes.
Paid Preparer Due Diligence Fundamentals
Coming SoonFree fundamentals course for paid preparers — the baseline before advanced training.