Academy

One curriculum. Every skill a modern tax pro needs.

Tax law, software, marketing, recruiting, and operations — organized into role-based tracks with progress tracking, notes, and live weekly coaching.

Tax Law Foundations

Filing statuses, credits, Schedule C, amendments, and IRS rejection codes.

Software Mastery

Every screen in Tax Prodigy Pro — from client intake to e-file transmission.

Marketing & Content

Batch content, the 30-day email nurture, funnels, and seasonal launches.

Recruiting & Team Building

Scripts, agreements, onboarding, and the multi-partner network model.

SOPs & Operations

Contracts, intake forms, bookkeeping starters, and virtual-assistant playbooks.

Growth Systems

CRM automations, revenue tracking, and the path from Solo ERO to Service Bureau.

How it feels

Not a document dump. A streaming-quality classroom.

  • Continue-watching, bookmarks, and personal notes.
  • Role-based paths — New Tax Pro, Solo ERO, Team Leader, Bureau.
  • Weekly live coaching, recorded and searchable.
  • Downloadable SOPs, scripts, and templates.
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Your assigned learning

When you join the Hub, your curriculum activates around your chosen path. Course modules, lessons, and assignments will populate here — with progress, notes, and downloads all tracked inside your account.

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