How to conduct a compliance review

How to Conduct a Compliance Review (For EROs) – Video Training

Tired of winging it when it comes to compliance? Let’s fix that.

This straight-to-the-point video PowerPoint training breaks down exactlyhow EROs should be conducting compliance reviews — no guesswork, no fluff. If you’re running a tax office and you want to stay audit-ready, this is a must-have. You’ll learn what to look for, what to document, and how to run reviews that keep your business clean, compliant, and confident.

🔒 Stay in line with IRS & bank partner expectations
📋 Step-by-step compliance review breakdown
🧠 Designed for EROs even if you’ve never done a review before

Stop putting this off. Get compliant. Get confident. Get this training.