Division · TA-
Tax Academy
Train, certify, and onboard the next generation of tax pros.
Online courses, certifications, and a training portal — wired into the same CRM that powers the Tax Office division.
A learning ecosystem with course delivery, certification tracking, membership tiers, and graduate-to-staff promotion paths.
Services
What this division ships with.
Online Courses
Self-paced and cohort-based curricula.
Certifications
Completion tracking and digital credentials.
Training Portal
Branded LMS with progress tracking.
Membership Programs
Tiered access and recurring billing.
Pipelines
Stage-aware workflows
- Lead → Enrolled → In progress → Certified → Hired/Referred
Automations
Pre-wired triggers
- Drip lesson delivery
- Certification reminders
- Renewal & CE alerts
- Graduate-to-staff routing
Workforce
Staffing, onboarding, and role permissions.
W-2 Employees
- · Instructors
- · Curriculum managers
1099 Contractors
- · Guest faculty
- · Course graders
Client Experience
What your clients see.
Course portal
Progress dashboard
Certificates
Membership billing
Ideal For
Industries and use cases.
New tax preparersBookkeeping studentsTax office hiring pipelinesContinuing education seekers
Modules Included
LMSMembershipsCRMBillingNotifications
White-Label Options
- · Custom academy branding
- · Reseller course bundles
- · Partner instructor accounts
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