UTG Academy – Training, Classes & Coaching
Use UTG Academy to train yourself and your team on tax preparation, ERO setup, systems,
marketing, credit/funding readiness, and how to operate like a real FinTech firm.
Core Training Areas
Tax & Business Basics
- Becoming a tax preparer
- PTIN & EFIN essentials
- Setting up a compliant tax office
Software & Systems
- UnityTax software walk-throughs
- Using the UTG CRM portal
- Simple automations to save time
Marketing & Funding
- Client acquisition & referrals
- Positioning your business for lenders
- Using your tax revenue to build assets