Save Your Time
Replace scattered calls and repeated explanations with one professional learning experience.
An Elevation Tax Pro Software Solution
Train EROs.
Build your brand.
Create new revenue.
Launch a fully branded ERO training academy without spending months creating the curriculum, systems, and training materials yourself.
YOUR BRANDUNLIMITED STUDENTSYOUR REVENUE
ELEVATIONWHITE-LABEL
ERO
MASTERY
SYSTEM
∞UNLIMITED
ENROLLMENTS
ENROLLMENTS
THE ELEVATION ADVANTAGE
Stop repeating yourself.
Start building leaders.
Your EROs deserve structured training. Your brand deserves a system that works even when you’re not in the room.
Strengthen Your Brand
Train every student under your name, your colors, and your company’s authority.
Add a Revenue Stream
Set your own tuition, enroll unlimited students, and retain the revenue you generate.
A COMPLETE ERO FOUNDATION
Built for real tax-business leadership.
From becoming an ERO to running a stronger organization, your branded academy gives students a clear path forward.
WATCH THE COURSE PREVIEW
ERO Foundations
EFIN readiness, professional responsibilities, business setup, and the operating mindset required to lead a compliant tax office.
Software & Bank Products
Teach your EROs how professional tax software, refund products, advances, fees, and funding timelines work together.
Pricing for Profit
Build confidence around preparation fees, backend revenue, service packages, and profitable pricing decisions.
Compliance & Due Diligence
Practical guidance for due diligence, WISP, documentation, record retention, and safer office procedures.
Systems & Operations
Client intake, status tracking, team workflows, document follow-up, and repeatable tax-season processes.
Marketing & Growth
Recruit preparers, attract clients, retain EROs, and build a stronger organization under your own brand.
EVERYTHING YOU NEED TO LAUNCH
We build the academy.
You build the impact.
Elevation handles the structure and customization so you can focus on enrolling, training, and growing your organization.
View Your Investment ↓✓
Course branded with your company name, logo, and colors
✓
Complete ERO training curriculum hosted online
✓
Quizzes, worksheets, checklists, and practice scenarios
✓
Branded enrollment landing page
✓
Unlimited student enrollments for your approved brand
✓
Freedom to set your own enrollment price
✓
Keep 100% of the revenue from your enrollments
✓
Launch support and a guided brand buildout
20YEARS IN THE
TAX INDUSTRY
TAX INDUSTRY
BUILT BY AN INDUSTRY LEADER
Strategy shaped by real tax-business experience.
I created this system for tax leaders who are ready to stop rebuilding the same training every season and start developing confident EROs under a brand they own.
After 20 years in the tax industry, I know sustainable growth requires more than software. It takes structured education, strong systems, compliance, and a clear path for your people to succeed.
Shecorie Conley-BrooksFounder, Elevation Tax Pro Software
FOUNDING INVESTMENT
Own the training experience your brand deserves.
One approved business brand. Unlimited student enrollments. A powerful new way to train your organization and monetize your knowledge.
$2,999
Standard buildout investment
Apply for White-Label Access →Limited custom buildouts are accepted each month.
PROTECTING THE VALUE
Your brand. Our proven curriculum.
One-Brand LicenseYour license is issued to one approved company and cannot be transferred or sublicensed.
Hosted by ElevationThe curriculum remains on Elevation’s approved platform; editable source files are not included.
Intellectual PropertyElevation retains ownership of the underlying curriculum, framework, and training materials.
Professional UseThe program may not be represented as IRS-approved continuing education unless expressly authorized.
READY TO ELEVATE YOUR ORGANIZATION?