Students learn tax inside a realistic client workspace — reviewing documents and notes while learning to think and work like an accountant.
Watch the classroom demo — assign cases, review documents, and grade student work.
Concepts in practice
Students apply what they learn in lecture inside a realistic client workspace—reviewing documents, reading memos, and solving the questions.

Traditional assignment
Every number in one paragraph. No files, workflow, or team—just the calculation.
With TaxAssembly
Client portal with real tax forms and firm memos—then review the case like a firm would.
Why this exists
Students get familiar with real tax forms and understand firm-style workflow—so classroom concepts connect to how client work actually gets done.
Lectures and problem sets build technical foundations.
Less exposure to status, handoffs, and firm-style judgment calls.
Hands-on cases in a portal that feels like the real workspace.
Student experience
Each scenario unfolds inside a client-style portal: the same kinds of documents, notes, and checkpoints students would see early in their careers.

Work from W-2s, 1099s, 1098-Ts, and other common forms—organized the way firms expect.
Use memos and team notes the way staff coordinate on real engagements.
Reinforce concepts from lecture by using them inside a believable workflow.
For educators
Cases, answer keys, and explanations are already built in—assign with a click, or create your own. Track student progress and grades without extra busywork.