Software Training - Maxx Mitchell

Lesson Overview & Instructions

Software Training – Maxx Mitchell

This lesson outlines the required system knowledge and procedural expectations for the Maxx Mitchell tax preparation software.

Please note:

Hands-on software access is granted only after successful completion of all Fundamentals Training modules. The training videos and live system walkthroughs for Maxx Mitchell are housed inside the software platform itself and will become available once eligibility is confirmed.

This page serves as a required preparatory lesson to ensure all preparers understand system responsibilities, access controls, and usage standards prior to entering the live environment.

Purpose of This Lesson

The purpose of this lesson is to prepare tax preparers for proper system usage once access is granted. This ensures consistency, compliance, and data integrity across all client files prepared under Mitchell’s Tax & Financial Solutions.

All preparers must complete this lesson before receiving software credentials.

What This Lesson Covers

This lesson establishes expectations for:

• Software access requirements and approval process

• User role permissions and system security standards

• Client file structure and organization requirements

• Documentation upload and record retention protocols

• Data accuracy and internal review responsibility

• Transmission authority and approval hierarchy

Detailed system demonstrations, screen recordings, and live workflow training are provided within the Maxx Mitchell software after access is activated.

Training & Access Requirements

Before receiving software login credentials, preparers must:

• Complete all Fundamentals Training modules

• Review and acknowledge system responsibility policies

• Receive internal approval for system access

Once access is granted, preparers will complete:

• In-software training videos

• Guided workflow simulations

• Required system acknowledgments

Compliance & Security Notice

The Maxx Mitchell software contains confidential taxpayer information protected under IRS regulations and firm security policies. Unauthorized access, improper usage, or deviation from approved procedures may result in immediate access revocation or disciplinary action.

System access is a privilege granted upon completion of required training and is subject to ongoing compliance review.