Academy First. Specialized Tracks When Needed.
Use this hub when someone needs training, portal access, software access, or licensing information. Academy is the default path for new preparers. The main website stays focused on tax customers.
Clear structure
One place to route training, production access, and operator growth.
Academy
The primary path for new preparers: training, registration, certification steps, and movement into production.
Preparer Portal
Current preparers sign in here for links, SEO pages, promo assets, and customer-flow tools.
Software Access
A case-by-case track for experienced preparers who want system access without entering through the academy.
Licensing
A launch track for operators who want to build an office using Tax Genius Pro systems, support, and brand standards.
The public site should stay disciplined. This hub exists to route the preparer side without letting it take over the customer-facing brand.
How this structure works
The main site remains tax-prep-first for customers.
Academy is the standard entry path for new preparers.
Software access and licensing are reviewed case by case for experienced operators.
Current preparers use the portal as the operating hub for links, pages, and client flow.
Recommended distribution
Keep Academy as the public-facing growth path. Distribute software access and licensing through direct links, qualification calls, partner outreach, and campaign traffic instead of broad main-site promotion.
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