Tax Practice & Development
Advisory, onboarding, staff training, pricing, referrals, marketing compliance, practice finances, and other non-CE topics for growing and running a sustainable tax practice. These courses do not provide IRS continuing education credit.
Client Acquisition
PROFESSIONAL DEVELOPMENT · NON-CE
Building a Tax Practice: Client Acquisition Strategies
Self-Paced • Online
NON-CE · NO IRS CREDIT
Client Communication
PROFESSIONAL DEVELOPMENT · NON-CE
Effective Client Communication for Tax Professionals
Self-Paced • Online
NON-CE · NO IRS CREDIT
Time Management & Workflow
PROFESSIONAL DEVELOPMENT · NON-CE
Time Management and Workflow Design During Tax Season
Self-Paced • Online
NON-CE · NO IRS CREDIT
Tax Software Selection
PROFESSIONAL DEVELOPMENT · NON-CE
Choosing and Implementing Tax Preparation Software
Self-Paced • Online
NON-CE · NO IRS CREDIT
Pricing Your Services
PROFESSIONAL DEVELOPMENT · NON-CE
Pricing Your Tax Practice’s Services
Self-Paced • Online
NON-CE · NO IRS CREDIT
Referral Network
PROFESSIONAL DEVELOPMENT · NON-CE
Building a Referral Network as a Tax Professional
Self-Paced • Online
NON-CE · NO IRS CREDIT
Virtual Tax Practice
PROFESSIONAL DEVELOPMENT · NON-CE
Running a Remote or Virtual Tax Practice
Self-Paced • Online
NON-CE · NO IRS CREDIT
Staff Training
PROFESSIONAL DEVELOPMENT · NON-CE
Staff Training and Delegation for Practice Owners
Self-Paced • Online
NON-CE · NO IRS CREDIT
Marketing Compliantly
PROFESSIONAL DEVELOPMENT · NON-CE
Marketing a Tax Practice — Compliantly
Self-Paced • Online
NON-CE · NO IRS CREDIT
Succession Planning
PROFESSIONAL DEVELOPMENT · NON-CE
Succession and Exit Planning for Tax Practice Owners
Self-Paced • Online
NON-CE · NO IRS CREDIT
Client Portal & Tech Tools
PROFESSIONAL DEVELOPMENT · NON-CE
Client Portal and Practice-Management Technology Tools
Self-Paced • Online
NON-CE · NO IRS CREDIT
Preventing Burnout
PROFESSIONAL DEVELOPMENT · NON-CE
Preventing Burnout: Sustainable Practice During Filing Season
Self-Paced • Online
NON-CE · NO IRS CREDIT
Year-Round Advisory
PROFESSIONAL DEVELOPMENT · NON-CE
Building a Year-Round Advisory Practice Beyond Tax Season
Self-Paced • Online
NON-CE · NO IRS CREDIT
Client Onboarding
PROFESSIONAL DEVELOPMENT · NON-CE
Client Onboarding Systems for Tax Professionals
Self-Paced • Online
NON-CE · NO IRS CREDIT
Financial Management
PROFESSIONAL DEVELOPMENT · NON-CE
Financial Management for Your Own Practice
Self-Paced • Online
NON-CE · NO IRS CREDIT