Nationwide Tax Experts Academy

Learn it. Practice it. Level up.

Fun, step-by-step training for tax pros: tax prep, sales, client calls and growing your tax business.

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Video lessons Simulation labs Self-evaluations Earn levels

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Meet Jazzy

Your Academy guide

Watch this 45-second welcome to see how the Academy works.

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Learn in 5 short steps
Level up as you go

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5 ways to grow

40 courses plus a software video library, built for tax offices that work with Nationwide.

Tax Preparation

12 courses, from the basics to quality review.

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Sales & Clients

10 courses to win and keep more clients.

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AI Call Coach

6 courses. Practice real client calls.

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Business Launch & Growth

12 courses to start and scale your office.

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Software Videos

Short how-to videos for the tax software.

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Every lesson, 5 steps

How every lesson works

Watch

Short video lesson.

Read

Quick, visual notes.

Simulation Lab

Practice on real-world cases.

Self-Evaluation

Check what you learned.

Level Up

Move to the next lesson.

Open now

Start today

Jump into a track, or pick a full program.

Tax Preparation

Start with TAX-101 and build up lesson by lesson.

Start course →

Sales & Client Acquisition

Win and keep more clients, one skill at a time.

Coming soon

Tax Business Launch & Growth

Start, run and grow your tax office.

Coming soon

Software Training Videos

28 short how-to videos for the tax software.

Coming soon

Full Programs

Prefer one complete program? 5 programs, 12 modules each.

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40 CoursesAcross four tracks

5 Training AreasFrom basics to business

28 Software VideosStep-by-step walkthroughs

Learn. Build. Grow.At your own pace

Training areas

Pick your track

Tax Preparation

12 courses: from the basics to quality review.

Sales & Client Acquisition

10 courses on winning and keeping clients.

AI Call Coach

6 courses: practice real client calls with AI.

Tax Business Launch & Growth

12 courses to start and scale your office.

Software Training Videos

28 videos on Nationwide’s tax software.

12 courses

Tax Preparation

Scenarios + simulator case + scored quiz
Open the Simulation Lab

TAX-101Introduction to the Tax Preparation IndustryMap a client engagement from intake to filingStart →

TAX-102Tax Ethics & Professional ResponsibilitySpot the ethics problem in 5 scenariosStart →

TAX-103Tax Preparer Credentials & ComplianceBuild your registration & compliance checklistStart →

TAX-104Filing Status & DependentsInterview a fictional familyStart →

TAX-105Income & Wage ReportingSort mock W-2s and 1099sStart →

TAX-106Tax Deductions & CreditsReview a family credit worksheetStart →

TAX-107Tax Refunds & Bank ProductsExplain a refund timeline, no guaranteesStart →

TAX-108Applying for a PTINWalk through a simulated PTIN applicationStart →

TAX-109Understanding Federal Tax FormsMatch documents to return linesStart →

TAX-110IRS Due Diligence & Form 8867Run a due-diligence interviewIn development

TAX-111Self-Employment & Schedule CClassify business receipts and expensesIn development

TAX-112Advanced Tax Preparation & Quality ReviewPrepare and peer-review a complex returnIn development

10 courses

Sales & Client Acquisition

Role-play + scored quiz

SAL-101Nationwide Sales FoundationsOutline a discovery-to-follow-up processIn development

SAL-102The Professional Sales MindsetCreate your improvement planIn development

SAL-103Building Client ConnectionsPractice an opening client conversationComing soon

SAL-104Understanding Client RejectionsAnalyze 5 rejection scenariosComing soon

SAL-105Client Needs AssessmentComplete a discovery worksheetComing soon

SAL-106Explaining Tax Services & ValueDeliver a clear services overviewComing soon

SAL-107Guiding Clients to a DecisionRun a practice consultation closeComing soon

SAL-108Handling Objections & Building TrustHandle objections in a scored role-playComing soon

SAL-109Following Up & Closing the LoopBuild a two-week follow-up sequenceComing soon

SAL-110Customer Retention & ReferralsDesign a client retention planIn development

6 courses

AI Call Coach

Rubric-scored AI call + feedback

AIC-101Introduction to AI Call CoachingComplete your first AI practice callIn development

AIC-102Professional Client GreetingsPractice a client greetingIn development

AIC-103Client Intake InterviewsConduct an intake callIn development

AIC-104Handling Difficult Client ConversationsCalm a frustrated callerIn development

AIC-105Explaining Refunds, Fees & ExpectationsExplain fees and refund timingIn development

AIC-106Nationwide Partner Recruitment CallsPractice a partner recruitment callIn development

12 courses

Tax Business Launch & Growth

Real business document + knowledge check

BUS-101Starting Your Own Tax BusinessPick your model and ideal clientComing soon

BUS-102Business Formation & RegistrationCreate a formation checklistComing soon

BUS-103IRS Registration & E-File ReadinessMap your PTIN / EFIN pathwayComing soon

BUS-104Writing Your Tax Business PlanDraft your business planComing soon

BUS-105Startup Budgets & Financial PlanningBuild a start-up budget and break-evenComing soon

BUS-106Why Partner With Nationwide Tax Experts?Complete a partner decision worksheetComing soon

BUS-107Tax Office Policies & ProceduresDraft intake and office SOPsComing soon

BUS-108Recruiting Tax Preparers & AgentsWrite a job post and interview scorecardComing soon

BUS-109Training & Managing Your TeamBuild an onboarding checklistComing soon

BUS-110Branding, Marketing & Client AcquisitionPlan a 30-day marketing calendarComing soon

BUS-111Compliance, Security & Risk ManagementOutline your WISP and risk checklistComing soon

BUS-112Launching & Scaling Your Tax BusinessPresent your 90-day launch planComing soon

Available now

Prefer one complete program?

These longer programs cover several topics in one course, 12 modules each.

Comprehensive Tax Course

Full individual returns, start to finish.

Coming soon

Beginner Tax Prep Foundations

New to taxes? Start here.

Coming soon

ERO Launch Program

Open your first tax office.

Coming soon

ERO Growth Program

Grow an established office.

Coming soon

From Preparer to Office Owner

Go from preparer to owner.

Coming soon

Ready to take the next step?

A quick call is all it takes. Jazzy will see you there!

Book a Free Call