MODULE 01
Control the Notice
Protect deadlines, confirm scope, open the audit file, and build the chronology.
The Staff's Audit Ready Due Diligence Course
Train your team to be audit ready before the notice arrives.
Give every preparer on your team the same repeatable system for due diligence, evidence, notice control, and examiner-ready documentation.
✓ 7 practical modules✓ 30 staff lessons✓ Completion certificate
Controlnotices and deadlines
Documentdue-diligence decisions
Reconcileevidence to the return
Escalaterisk before it grows
OR
A note from Orion
“Control the notice. Protect the deadline. Build the evidence. Document the decision.”
Your Atlas Academy guide through every team-training mission.
The pressure test
Good intentions are not an office system.
When a notice arrives, scattered notes, undocumented interviews, and unclear ownership become expensive weaknesses. Staff Audit Ready turns the work your team should do into a sequence they can actually follow.
THE AUDITOR'S QUESTION
“Could another reviewer understand what happened without relying on memory?”
Your team learns to make the file answer that question.
Seven readiness missions
From first notice to stronger office controls.
Each module combines focused instruction with a practical drill, checkpoint, and staff artifact.
MODULE 02
Build Evidence That Reconciles
Connect the return to schedules, source records, exhibits, and honest explanations.
MODULE 03
Due Diligence You Can Prove
Resolve inconsistencies and document the questions, answers, and professional judgment.
MODULE 04
Authority & Communication
Respect representation limits, control contact, and document every material exchange.
MODULE 05
Examiner-Ready Response
Mirror requests, organize exhibits, and release only supportable, reviewed facts.
MODULE 06
Risk, Ethics & Escalation
Recognize preparer exposure and escalate errors, fabrication, or high-risk patterns.
MODULE 07
Resolve, Close & Improve
Evaluate outcomes, protect appeal rights, close the file, and improve office controls.
Built for accountable teams
Train the staff. See the progress. Keep the record.
Owners and EROs can invite staff, monitor lesson progress and scores, collect acknowledgements, confirm certificates, and download an office training report.
- Invite and assignManage up to five included staff seats.
- Track completionSee lessons, checkpoints, attempts, and final scores.
- Preserve evidenceMaintain acknowledgements, certificates, and the office report.
ERO TRAINING CENTERTeam readiness
5staff seats included
AM
A. MorganModule 5 · 74% complete
ON TRACKJR
J. ReedModule 3 · 42% complete
ACTIVESL
Illustrative training-center viewS. LeeFinal exam · 100% complete
COMPLETEPractice before pressure
More than videos and a quiz.
The course asks staff to make, document, and defend decisions using fictional or fully redacted practice records.
Notice Triage
Protect the deadline, identify the issue, assign ownership, and start the chronology.
Evidence Builder
Connect reported amounts to schedules, source documents, and explanations of gaps.
Scenario Lab
Practice the next defensible action and recognize when escalation is required.
Readiness Drills
Produce reusable staff artifacts that reinforce consistent office procedures.
Your enrollment includes
One system for learning and proof of completion.
30guided staff lessons
7module readiness drills
7graded checkpoints
25final exam questions
5staff seats
1office training report
Equip the whole office
Choose the option that fits your office.
Every purchase is completed through TaxCompPro and connected to the same Atlas Academy profile.
Digital toolkit
Due Diligence Playbook
$299.99one-time purchase
- Staff playbook and practical resources
- Use without consuming a training seat
- Access through your Academy profile
Team training
Due Diligence Course
$299.99one-time purchase
- Seven modules and 30 lessons
- Five staff seats included
- Assessments, certificates, and ERO reporting
BEST VALUE
Complete collection
Course + Toolkit Bundle
$499.99one-time purchase
- Staff course and Due Diligence Playbook
- Connected IRS compliance resources
- One TaxCompPro and Academy profile
Before you enroll
Common questions, clearly answered.
Who is this course for?+
Tax-office staff, preparers, reviewers, support professionals, and ERO-led teams that need a consistent due-diligence and audit-readiness process.
How many staff members can participate?+
The current team purchase includes up to five staff seats, managed through the training center.
Can I buy the playbook and course together?+
Yes. Choose the bundle for $499.99 to receive the connected IRS compliance collection through the same TaxCompPro and Atlas Academy profile.
What must learners complete?+
Learners complete 30 lessons, seven readiness drills and checkpoints, a 25-question final exam, and the Staff Audit Ready acknowledgement.
What score is required?+
Learners must earn at least 80% on each module checkpoint and on the final exam.
Does this provide an IRS credential?+
No. Learners receive a TaxCompPro course-completion certificate. The training is educational and is not legal advice, representation, or an IRS credential.
Ready files. Ready staff. Ready response.