Your clients need a sales tax expert. Now you can be one.
Your clients are already asking about sales tax. Every unanswered question is a missed opportunity — or a reason for them to look elsewhere. This course gives you the knowledge, tools, and confidence to say yes.
Everything you need to say yes.
Every part of this course is designed to translate directly into your firm — not just your knowledge.
Add a high-demand service line without starting from scratch.
Sales tax compliance is one of the most frequently outsourced needs among eCommerce and SaaS businesses. This course gives you everything you need to offer it confidently — no prior experience, no guesswork.
Learn from practitioners who've done it.
The curriculum is built by bookkeepers and CPAs who have built real sales tax practices, alongside the TaxCloud team. You're getting a proven playbook, not a textbook overview.
Keep more revenue in your firm.
Every sales tax referral is a way to improve client retention and boost your lifetime value. Adding this service deepens your relationships and keeps clients from looking elsewhere.
Complete it on your own schedule.
The program is fully self-paced and designed to be finished in 4 informative chapters.
Get up and running on TaxCloud from day one.
The course is built around TaxCloud's platform, so you graduate knowing exactly how to operationalize the service. No steep learning curve after the fact.
Built to make you practice-ready.
Every part of this course is designed to translate directly into your firm — not just your knowledge.
Credibility
Built by practitioners, for practitioners.
This course was developed in partnership with TaxCloud and CPAs who have built real sales tax practices at their firms. What you’re getting isn’t a theoretical overview. It’s the actual playbook they use with their clients.
Completeness
Zero to billable in one course.
No prior sales tax experience needed. By the end you’ll know how to spot which clients have exposure, how to assess their risk, how to set up a compliance workflow, and how to price and package the service. Start to finish, in one course.
Practical
Something you can actually put to work.
This course gives you something tangible to show for it. Put it on your LinkedIn, your website, your proposals. It tells clients and prospects that you know what you’re doing — not that you dabble in it when someone asks.
Technology
Powered by TaxCloud.
The course is built around TaxCloud’s platform so you graduate ready to operate, not just ready to study. You’ll know exactly how to run the service from day one without a steep learning curve on the other side.
Built to make you practice-ready.
TaxCloud Team
SST Certified Service Provider
Platform and compliance fundamentals, drawn from processing millions of transactions across all U.S. states.
Arielle Smith
Founder, Fix My Books
Arielle helps small business owners untangle their books and build sustainable financial systems — including navigating sales tax compliance from the ground up.
Kristina Cassone
Founder, Cassone Consulting
Kristina brings hands-on experience advising eCommerce and product-based businesses on sales tax strategy, registration, and ongoing compliance.
Everything you need to know.
No. The course is designed for CPAs and accountants starting from zero. We cover all foundational concepts before moving to practice-building and platform training.
The curriculum is self-paced and can be completed quickly. The certification exam can be taken as soon as you feel ready.
No — you can complete the course without a TaxCloud account. However, the platform training modules use TaxCloud, and most graduates choose to become TaxCloud partners.
We are working toward CPE accreditation. Join the waitlist to be notified when credits are confirmed.
Any CPA, accountant, or bookkeeper who wants to add sales tax compliance to their service offerings. Whether you’re a solo practitioner or part of a larger firm, the curriculum is designed to be immediately applicable.
Learn how to add sales tax to your practice
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