ONESOURCE University

As your trusted tax technology partner, we understand the need for continuous education and content to maximize return on investment. ONESOURCE University enables you to enhance your knowledge and professional development with learning opportunities available for every level in your tax department, whether you are a new employee or are an experienced user.

The ONESOURCE University online platform provides centralized access to training information for ONESOURCE Income Tax, ONESOURCE Tax Provision, and ONESOURCE WorkFlow Manager solutions. Training formats include WebSeminars, hands-on training, on-demand course access, and more.

The ONESOURCE University platform enables you to:

  • Manage and track your progress
  • Search for training courses on a variety of topics
  • Register for different types of training
  • Organize you personal training schedule
  • Access CPE documentation after attending sessions


Our informative, hands-on workshops give you helpful insight and tips that will increase your efficiency, simplify your work, and help you become more productive. These sessions provide professionals with the opportunity to learn through presentations, exercises, and case study work. Best practices are highlighted to help you increase your efficiency.

Workshops are conducted at training centers around the U.S. throughout the year. You can also get the hands-on training experience without leaving your desk through our remote workshops.

Web Training

Web training sessions focus on specific topics and delve into product functionality to enhance your proficiency of the software. A variety of topics is offered so you can customize your training experience to best suit your needs. Web training options are designed for both new employees and those who have used the software for years and just need a refresher on enhancements, key topics, and tax law updates

You can register for an individual session or gain unlimited access to view sessions as often as you like through one of our web training packages. Many types of web training packages are available based on your group size and the products you license.

Click on the below link to view the Web training course list for:


e-Learning courses give you anytime, anywhere access to recorded sessions so you can brush up on your knowledge without the cost and time commitment of live training. This option allows you to learn in a self-directed, self-paced environment. Basic and advanced courses are available and accessible from the e-Learning library. Recorded sessions are available through both individual course registration and subscriptions.

Dedicated Training

Dedicated training provides a learning experience tailored to the specific needs and challenges of your tax department. Our professional development specialists partner with you to identify training topics and develop a comprehensive agenda. Dedicated training can be conducted in your office as well as through online, remote instruction.


Our consulting services will help you maximize your resources, systems, processes, and workforce. Our professional development specialists work with you to assess and analyze your processes, identify key training topics, and develop a targeted curriculum or program based on your department’s specific needs.

Consulting and services can be provided for processes such as:

  • Data management
  • Preprocessing analysis and prep
  • Post-filing analysis

Visit the ONESOURCE University online platform to view schedules and register for courses.

Next Steps

Not registered for ONESOURCE University? To gain access, submit an email request to In your request, please provide the following information:

  • Full name
  • Company name
  • Corporate email address
  • Four-digit account number

If there are multiple users from the same company, please submit one request containing all of the required user information. This will help speed up the registration process.

Contact for more information.