


Paid Preparer Due Diligence
Tools Used In Development -- Vyond (video) Canva (job aid), MS PowerPoint (storyboard)
​
Time In Development -- 3 days
​
Targeted Audience -- Returning tax preparers with at least 2 years of experience.
​
Summary -- This is a quick learning solution to review the basics of due diligence. It consists of a short, animated instructional video and a job aid. The authoring tools used for this project are Vyond for the instructional video, Canva for the job aid, and MS PowerPoint for the video storyboard.
​
To measure its effectiveness, we can observe and monitor the following metrics: the number of views, Tax Preparer Readiness Test scores – last year and this year, and the number of tax returns that were audited by the IRS. In addition, we can solicit learners’ feedback after training for their reactions.