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Tax Academy Programs

Compliance-first tax training and enrollment for EROs and service bureaus.

  • Compliance-first onboarding + workflows
  • Templates, checklists, and guided setup
  • Best for solo preparers & new EROs

ERO Tax Academy Package

Service Bureau Tax Academy Package

  • Advanced setup + multi-preparer structure
  • Licensing options for teams (where included)
  • Best for growing firms & team builders

Enrollment Options

Select a package to view details and enroll.

How Enrollment Works

Step 1

Step 2

Monitor your email for downloads + software enrollment updates

Step 3

Choose your package

Complete the intake form

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