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Where do I access the compliance test?
Where do I access the compliance test?

You can locate the compliance test on the home screen within your 2025 Dashboard or by clicking the support tab on the left hand side.

Robert Taylor avatar
Written by Robert Taylor
Updated this week

The compliance test is located in the home screen within your 2025 Dashboard. Each office is required to take the test. We highly recommend that any person in your office who is authorized to do Refund Transfers take the test. You can also go to your 'support' tab (left on the Dashboard) and you will see 2 tabs at the top (contact and guides). On the 'contact' page you can scroll down to gain access to the compliance training guide as well as print the certification of completion. 

Also note that the account owner (usually the admin) has to take the test for the office to receive credit. A regular user can take it but the office will not receive credit for taking the test.

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