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Training
The Rise Tax Pro Training Academy gives you the systems, training, and confidence to build a compliant, scalable, and profitable tax business.
Built on the Rise Tax Pro Blueprint
Build Your Tax Business With Confidence
Our step-by-step training system walks you through every stage of launching and growing a successful tax preparation business. From compliance to marketing to leadership, Rise Tax Pro equips you with the knowledge, tools, and resources needed to operate like a true tax professional.
What's Included In Your Training
Rise Tax Pro Blueprint
Your guided orientation to the Rise system including compliance expectations, workflows, and business setup. You'll understand how to operate like a professional from day one.
Get Your IRS PTIN
We walk you step-by-step through obtaining your IRS Preparer Tax Identification Number so you can legally begin preparing returns.
Tax Law Essentials Library
Video-based lessons explaining the tax law fundamentals every preparer must know: - Core tax concepts - Credits & deductions - Due diligence - Accuracy requirements - IRS rules & compliance
Learn From Leaders
Tax Preparation & Software Training
Get guidance from industry leaders who’ve successfully built and scaled real tax offices not theory, but practical direction that keeps you on track.
Tax Preparer Training Library
Foundational return preparation training that walks you through completing returns step-by-step.
Master Your Cloud Software – ProWeb & OLT
Complete training to operate confidently and efficiently inside both cloud-based tax software systems.
Grow Together
Office Growth & Leadership Development
Connect with a positive, growth-minded community that offers insight, support, accountability, and shared knowledge from peers and mentors
Preparer Development Program
Learn how to recruit, train, and manage a team of tax preparers as you scale.
Tax Office Boss
Master systems, service, operations, and SOPs to run your tax office like a true
business.
Proven Success
Why EROs Choose Rise Tax Pro
Because you’re not just learning how to file returns — you’re learning how to build a
business.
Rise Tax Pro gives you the software, systems, training, and support needed to launch,
grow, and scale with confidence.
What Sets Us Apart
Business Building & Marketing Training
Build Clients Like a Rise Tax Pro
Proven strategies to attract clients consistently and grow through referrals.
Branding & Marketing Your Tax Business
Learn how to present your business professionally and market effectively in today’s digital space.
Launch & Grow Your Tax Business Like a Pro
Your roadmap for setting up, pricing, operating, and scaling your tax business with confidence.