SW Tax Service • LMS for Tax Pros
Train, Onboard & Scale YourTax Prep Team in One Place.
A modern learning platform built for tax professionals — structured lessons, SOPs, quizzes, and client workflow training, all branded to your firm. Help new preparers get IRS-ready fast and keep your experienced pros sharp.
Built for solo pros, multi-preparer offices, and virtual tax teams.
What's inside the LMS
Tax Training that Feels Like a Real System, Not Random PDFs.
- Step-by-step modules for 1040 individual returns, EITC, CTC, HOH, and more.
- Built-in quizzes & completion tracking so you know who's actually learning — not just "clicking next".
- Upload your own SOPs, scripts, and office policies so everything lives in one clean hub.
- Role-based access for preparers, office managers, and QA reviewers.
Designed with an IRS-clean, professional interface — no clutter, no distractions.
Built Specifically for Tax Offices
Not a generic course platform. Every part of this LMS is shaped around tax-season realities: deadlines, accuracy, compliance, and onboarding new staff quickly without babysitting.
Tax Pro-Focused Curriculum
Modules on IRS due diligence, client intake, organizers, workflow, and common red flags — plus space to plug in your firm's unique process.
Compliance & Consistency
Use the LMS to standardize how your team handles sensitive documents, identity verification, and IRS notices — and keep everyone on the same page.
Ready for New & Returning Staff
Turn "Can you train me?" into "Here's your login." Track who is ready for live returns and who needs more practice.
Example Tracks Inside the LMS
You'll be able to mix our pre-built tracks with your own content, videos, and PDFs — all organized into clean, guided learning paths.
Track 1
New Preparer Foundation
- • Tax office etiquette & communication
- • Understanding tax documents (W-2, 1099, 1098, etc.)
- • Basic 1040 structure & common credits
- • Using your chosen tax software
Track 2
Due Diligence & Compliance
- • EITC, CTC, ACTC due diligence checklists
- • Identity theft red flags
- • Secure document handling
- • Handling IRS letters the right way
Track 3
Client Experience & Upsells
- • Intake scripts & expectation setting
- • Explaining refunds & balances clearly
- • Offering add-on services ethically
- • Retention strategies after tax season
FAQ – LMS for Tax Pros
A few common questions from EROs, office owners, and tax pros looking to train their team.
Join the early access waitlist
Be the First to Launch the LMS in Your Tax Office
Get notified when the LMS is ready, plus early-bird pricing and the chance to help shape the first modules and templates.
- • Designed for solo pros and multi-preparer teams
- • IRS-clean interface — no clutter, no confusion
- • Plug in your own SOPs and intake process
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