Free CPE & Free Programs
Real, NASBA-sponsored credit (sponsor ID #167619) and genuinely useful programs — free, no strings attached. This is how we prove the quality before you spend a dollar.
Free courses with full CPE credit
File Intelligence: The Document Layer That Powers Every Modern Tax Firm
The single most expensive bottleneck in a modern tax practice is not the tax software, the staffing model, or the client onboarding flow. It is...
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The Firm of 2030: Stop Fixing the Work. Rebuild the Way Work Works
AI didn’t just make accounting faster. It broke the traditional firm model. Most firms are responding by adding more tools, hiring more staff, or...
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Value-Based Pricing and Engagements: The Future of Tax Practice
This session explores how modern tax professionals can confidently transition to value-based pricing and streamline their engagements using...
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Scale Through Acquisition or Plan Your Exit on Your Terms: A Guide for Firm Owners
Most firm owners don’t think seriously about buying or selling their practice until they’re already in the process. The reality is, it’s not as...
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From Tax Returns to Recurring Revenue: A 12-Week CFO Advisory Roadmap for Tax Pros
A lot of tax practitioners are looking at CFO Advisory right now and asking: is this real? Could I actually do this alongside my tax practice? The...
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Sales Tax Compliance Without the Chaos
Sales tax used to be manageable. Then came South Dakota v. Wayfair. In this session, Matt Grattan walks through how the sales tax landscape has...
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Proactive Case Management: Building a Real-Time IRS Monitoring Workflow
Most tax professionals still operate in a reactive model—pulling transcripts only when needed, responding to IRS notices after they arrive, and...
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Standing programs we run for the profession — most with CPE attached.
⚡ TaxRevolution 2026
Our free annual virtual tax conference — 7 CPE credits, national speakers, one day.
Save your seat →🧰 Practice resources
Free downloads: AI use policy template, firm security checklist, Excel cheat sheet.
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CPE tracker, tech assessment, salary benchmark, state requirement guides, and more.
Open the toolbox →✍️ Articles & insights
Practical technology and practice guidance from the instructors themselves.
Start reading →Three steps to free credit
1. Create your free account (60 seconds) · 2. Add a free course to your cart · 3. Complete it and download your certificate.