Partner with the Professional Tax Academy

You provide the software. We provide the tax education.

Give your EROs and tax software customers access to professional tax training from Universal Accounting Center through UA Courses. We help new and growing tax preparers build confidence, understand tax preparation, and work toward the Professional Tax Preparer (PTP) designation.

 Learn About Partnering 

Your Customers Need More Than Tax Software

Tax software helps preparers complete returns, but many new preparers still need to understand the tax concepts behind the entries. When customers are not properly trained, they may struggle, ask more tax-related questions, and lose confidence during tax season.

Service bureaus are great at selling and supporting software. Universal Accounting Center is built to provide professional tax education, coaching, and student support.

The Professional Tax Academy Solution

The Professional Tax Academy is a structured learning path offered through UA Courses. Your customers enroll in our professional tax courses, and we provide the tax training and support. Your service bureau continues to support the software.

Service Bureau Handles

  • Software sales
  • Software setup
  • Software support
  • ERO relationship
  • Client software success

Universal Accounting Center Handles

  • Tax education
  • Self-paced online courses
  • Tax coaching and student support
  • Annual tax updates
  • PTP designation pathway

Why This Matters to Service Bureaus

Better-trained tax preparers are more confident, more prepared, and more likely to stay in business. When your customers succeed, they are more likely to keep using your software year after year.

Increase Software Value

Add professional tax education as a recommended next step for your customers.

Reduce Tax Questions

Send tax training questions to UAC while you focus on software support.

Improve Retention

Educated customers are more confident and more likely to renew.

Create a Revenue Opportunity

Partner with UAC to offer professional tax education to your customer base.

Professional Tax Academy Learning Path

Students can begin with personal tax preparation, expand into business returns, and work toward the Professional Tax Preparer designation.

1. Personal Income Tax

Build a foundation in preparing individual tax returns, including income, deductions, credits, filing status, dependents, and common Form 1040 issues.

2. Business Income Tax

Expand into business tax preparation, including Schedule C, partnerships, corporations, S corporations, depreciation, and business return concepts.

3. Professional Tax Preparer

Students who complete the required training and meet exam requirements can work toward earning the Professional Tax Preparer, or PTP, designation.

What Students Receive

✔ Self-paced online tax training

✔ Practical tax preparation education

✔ Practice tax returns and assignments

✔ Tax coaching and student support

✔ Annual tax law updates

✔ Course exams and certificates

✔ Pathway to the PTP designation

✔ Year-round learning access

Clear Support Boundaries

This partnership keeps support simple and clear.

Software questions go to the Service Bureau.

Tax training questions go to Universal Accounting Center.

How the Partnership Works

Step 1

You introduce UA Courses Professional Tax Preparer training to your software customers.

Step 2

Your customers enroll in the Professional Tax Academy through Universal Accounting Center.

Step 3

UAC provides the tax education, coaching, course support, and updates.

Step 4

You continue supporting the tax software while your customers grow as tax professionals.

Give Your Customers More Than Software

Help your EROs and tax software customers become confident tax professionals with professional tax training from Universal Accounting Center.

 Schedule a Partnership Call 

Your offers to them: