Partner with the Professional Tax Academy

Give Your Customers More Than Tax Software.

You build the software business. We help build the tax professional.

Help your customers become confident, successful tax professionals while you continue doing what you do best: selling and supporting tax software.

Explore Partnership Options

Every Tax Software Customer Has the Same Question

“Now that I have the software, how do I become a successful tax preparer?”

That is where many Service Bureaus stop. That is where our partnership begins.

A Complete Solution for Your Customers

Your Service Bureau supports the software. Universal Accounting Center supports the tax education.

Your Service Bureau

  • Sell tax software
  • Support software users
  • Assist with software setup
  • Support EROs and tax offices
  • Build customer relationships

Professional Tax Academy

  • Teach tax preparation
  • Provide student coaching
  • Support tax education questions
  • Provide annual tax updates
  • Offer designation and advancement paths

Together, we help build successful tax professionals.

Your Customers’ Career Journey

The Professional Tax Academy gives your customers a clear path from learning tax preparation to building a successful tax practice.

Professional Tax Academy Customer Journey

1. Personal Income Tax

Build a strong foundation in individual tax preparation.

2. Profitable Business Returns

Expand into the business returns independent tax professionals prepare.

3. PTP Designation

Earn the Professional Tax Preparer designation by demonstrating mastery.

4. EA Preparation

Prepare for the IRS Enrolled Agent examination.

5. Build the Practice

Use Universal Practice Builder to start and grow a tax business.

Why Service Bureaus Choose This Partnership

Instead of building and maintaining your own tax school, you gain an experienced education partner.

You do not need to:

❌ Write curriculum

❌ Update tax law every year

❌ Hire instructors

❌ Answer tax law questions

❌ Build an LMS

❌ Support students

We take care of the tax education so you can focus on software sales and support.

Two Ways to Partner

Affiliate Partner

Perfect for firms making occasional referrals.

  • No partner investment
  • Earn 19% commission
  • Simple referral relationship
  • Great for occasional student referrals

Professional Tax Academy Partner

Designed for Service Bureaus that want education to become part of their business model.

  • Partner investment
  • Wholesale pricing
  • Marketing materials
  • Sales support
  • Higher profit potential

A Partnership Designed to Pay for Itself

Sell only two Professional Tax Academy enrollments and recover your Partner investment.

Every additional enrollment creates additional profit while helping your customers become better-trained tax professionals.

Why Universal Accounting Center?

For more than 45 years, Universal Accounting Center has helped accounting, bookkeeping, and tax professionals build successful careers and profitable businesses.

Through practical education, coaching, professional designations, and business development programs, UAC helps students gain the confidence and skills needed to serve clients and grow professionally.

Help Your Customers Become Successful Tax Professionals

Partner with the Professional Tax Academy and create a better experience for every software customer.

Schedule a Partner Discussion