Guide to Building a Referral Program

Posted on by Megan Monaghan
Guide to Building a Referral Program Referrals are a crucial part of building and scaling a business – no matter what industry you’re in. Recently, we learned that many of our customers have not taken the time to create a formal referral program within their tax firm. Why? Time is obviously a huge factor, but in addition to this, most pros just don’t know where to start. That’s where TaxAct® Professional comes in. We've created a guide that walks you through building a referral program for your tax firm AND provides you with the tools to begin marketing it to your customers. That’s right –...
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Bank Products for Tax Preparers

Posted on by Megan Monaghan
Bank Products For Tax Preparers, That Your Clients Will Love. Bank Products benefit your clients, while also helping you reach your earning potential. Download our free eBook below, to learn about how adding Bank Products can grow your business tax season to tax season. Plus, we will discuss the ins  and outs of all things Bank Products, so that you are properly prepared before making this decision. In this eBook you will also find resources and contact information for experts on our team and within the industry, that are always happy to help answer any additional questions you may have. Dow...
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Let’s Talk Bank Products

Posted on by Megan Monaghan
Let’s Talk Bank Products In addition to the new software features/updates we have implemented for TY21, TaxAct® Professional is focusing heavily on bank products and providing our pros with more options this season. Take a look at our updated bank product offerings and learn what sets ours apart from the rest of the marketplace… Refund Transfers1 - Offer your clients a convenient way to pay your professional fees and more money in your pocket this tax season. Higher Take Rate – Our refund transfers are less expensive than other tax software’s, so you can feel good about offering this ...
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The Twelve Days of Christmas Giveaway

Posted on by Megan Monaghan
***GIVEAWAY IS NOW CLOSED*** The Twelve Days of Christmas Giveaway, with TaxAct Professional In celebration of the holiday season and the 12 Days of Christmas, we will be offering a drawing for prizes each day! To enter to win one of twelve prizes, each valued at $100, please complete the form below. For any questions, please do not hesitate to email megan.monaghan@taxact.com. What Are the 12 Days of Christmas? Did you know that the true Christmas season actually starts on Christmas Day itself? Yep, that's right - December 25th marks the official start of the 12 days of Christmas. Why?...
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North Carolina Business Recovery Grant Program

Posted on by Megan Monaghan
The North Carolina Department of Revenue has asked that we provide you & your clients with some important information about the Business Recovery Grant Program.  The window for NC business to apply is very small.  All applications must be submitted by January 31, 2022.  Please help us in spreading the word about this program with your network. Apply Here: https://www.ncdor.gov/business-recovery-grant#about Deadline: January 31st, 2022 The program will issue a one-time payment to eligible North Carolina businesses that experienced significant economic loss due to COVID-19. Two type...
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North Carolina Business Recovery Grant Program

Posted on by Megan Monaghan
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TaxAct Professional Values Your Feedback!

Posted on by Megan Monaghan
We Value Your Feedback TaxAct® Professional wants to showcase you and your firm on our website, social media, and emails! We are partnering with Laudable to gather and create testimonial content from our incredible customers. Interested in providing feedback about your experience using TaxAct Professional, for an opportunity to be featured in our next marketing campaign? Take a moment to schedule your video interview. All we need is for you to answer a few questions before we can get started… Schedule Your Video Interview Now!
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TaxAct Professional Offers Trial Balance Integration

Posted on by Megan Monaghan
TaxAct Professional Offers Trial Balance Integration Did you know that Trial Balances can be imported into TaxAct® Professional’s software for business returns? To import accounting records into our software, save all trial balances as CSV files and import this information into the 1065, 1120 or 1120S returns section. From here, you will be provided with step-by-step instructions on how to save your files from the accounting software.  TaxAct Professional supports integration and importing from the following platforms – QuickBooks, Sage Online, Wave and Xero. For additional information,...
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Learn How Bank Products Benefit You and Your Customers

Posted on by Megan Monaghan
Learn How Bank Products Benefit You and Your Customers Are you interested in learning how your firm can offer tax-related bank products, to benefit both you and your customers?  In this webinar, we will cover how you can leverage Refund Transfers and Cash Advances* to grow your business and provide an excellent customer experience. Simply click here to sign up for one of the upcoming webinars. *Bank Products are offered by Republic Bank & Trust Company, Member FDIC and Santa Barbara Tax Products Group, LLC (TPG). TaxAct, Inc. gets fees from some third parties, including Republic ...
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TaxAct Professional is Hiring!

Posted on by Megan Monaghan
TaxAct® Professional Is Now Hiring! Are you interested in an opportunity to help more taxpayers and add some additional income as a side hustle, while still utilizing your tax prep knowledge? TaxAct Professional will be hiring remote Tax Experts for TY21, and we would like to offer you an opportunity to apply! What is a remote Tax Expert? In this position, you’ll play an important role in helping TaxAct customers utilize TaxAct’s online DIY product to confidently file their taxes. You’ll answer customer questions, review tax calculations, and provide expert guidance/advice throughout the s...
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How to Market Your Firm

Posted on by Megan Monaghan
How to Market Your Firm Hello, my name is Nyrie and I am the owner of Tax Prep A-Go-Go. You have to say my company name with some pizazz. Tax Prep A-GO-GO! I have been preparing tax returns for over 15 years. It all started when my best friend came to me in 2006 and said, “I haven’t filed a tax return for 4 years”. I sprang into action and here we are today. From learning how to fill out a 1040 manually 15 years ago, to now – using TaxAct®, first-class professional tax preparation software. I’m going to share some of my thoughts with you today on the topic of marketing. I built my busines...
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Top 2021 ENGAGE Takeaways

Posted on by Megan Monaghan
Top 2021 ENGAGE Takeaways At the end of July, TaxAct Professional attended the 2021 ENGAGE conference in Las Vegas. Watch the video below to learn more about the major takeaways we learned at this event... https://www.youtube.com/watch?v=TU5kfOpRl0w Where can you find TaxAct Professional next? In late September, we will be attending the 2021 NATP Tax Forum & Expo! Stop by Booth #14 to chat with our sales & product team & to learn more about what we have to offer for Tax Year 2021.
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Stop Manually Entering 100’s of Stock & Bitcoin Transactions!

Posted on by Megan Monaghan
Learn How to Add/Import Stock & Bitcoin Trades Do many of your customers invest in stock & bitcoin? If so, how are you currently entering this into your tax software? Recently, after talking to a current Pro, TaxAct Professional discovered that many of our customers have been manually entering 100’s of stock/bitcoin trades & transactions since they began using our tax software. After learning this, we knew it was important that we connect with current & potential customers alike, to share a few different ways you can save time & energy when adding stock trades into our ...
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Do You Prepare Taxes with Our Enterprise Bundle?

Posted on by Megan Monaghan
Do You Prepare Taxes with TaxAct® Professional’s Enterprise Bundle? If you answered yes, keep reading to learn how you should store tax returns within this version of our professional tax software. Many Pros that prepare taxes with our Enterprise Bundle store their tax returns locally (on their computer), with the assumption that TaxAct Professional’s back-up process is automatic. However, that is not the case! When using Enterprise locally, you must choose the back-up option on our menu & then select each individual tax return you wish to back-up on our servers. Once this has been com...
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Brett Rosser, President of the NATP Board of Director, Shares His Wisdom

Posted on by Megan Monaghan
Tax Season 2020 has come & gone & like last year, it was full of moving pieces. Between new stimulus payments, crippling winter storms in the south & more filing extensions, tax professionals have been through the ringer keeping up with it all.  Joining us on the blog today is Brett Rosser, the President of the National Association of Tax Professionals Board of Directors.  Brett shares his thoughts & take-a-ways from the past two tax seasons & what lies ahead. TaxAct Professional Can you share your top three takeaways from the past two tax seasons given the changes ta...
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