First Class Tax Academy
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For PTIN & EFIN holders

Welcome to First Class Tax Academy for Our Team Members

This is where you can embark your Journey.

The private home for First Class Tax Firm preparers — everything you need to learn, grow, and close more returns this season.

Enter the AcademyMember sign in

Access is by invitation from First Class Tax Firm.

Founder of First Class Tax Firm

Classroom

Step-by-step video training with checklists and guides.

Marketing Vault

Canva templates ready for your name and number.

Community

Announcements, questions, season updates, and wins.

Client Tracker

Leads, follow-ups, clients, and income in one sheet.

Inside First Class

Learn alongside a firm that treats you first class.

The First Class team at work

Our team of tax experts — and a seat waiting for you.