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Important Information for Next Tax Season! Tax Changes and gearing up for TY22, written by Nyrie Sarkissian, a fellow Tax Professional. Gearing Up for TY22 By: Nyrie Sarkissian TY22 is coming. That means it is almost our time to shine! But are you prepared to do your best? Many people ask me how I prepare […]

2022 TaxAct Professional’s Tax Season Readiness Guide This guide will provide a supplemental framework to help you stay informed, save time on planning, and align your team for efficiency. Whats Inside: Printable TY22 Checklist Key Tax Facts for TY22 Important Calendar Dates What’s New TY22 for TaxAct Professional Software Download this Guide: Interested in accessing […]

Seamless is here. Makes e-filing easier for you and your clients. Reserve eSignatures TaxAct Professional is giving you even more options with Integrated eSignatures.¹ It’s easier for you to get the signature you need to e-file and stay compliant with Knowledge Based Authentication (KBA). eSignatures are as easy as 1-2-3: Request – send any document […]

Refund Transfer is Great for Your Business Let your clients file for $0 upfront, earn more money from incentives, and grow your business. What is a tax-related bank product? Bank Products are services that tax preparers can offer to their clients.1 Refund Transfer allows tax preparation and other authorized fees to be deducted from your […]

TaxAct Professional® has partnered with ProtectionPlus® Firm-Level Program Provide Protection Plus benefits to all your clients with the Firm-Level plan option. For only $10 per 1040 return, your clients instantly gain additional peace of mind when they file with you. Per-Return Program With the Per-Return plan option, your clients have the option to add Protection […]

Look out for our Bank Product Enrollment Email in early September! Want to continue offering your customers refund transfers and cash advances? Then it’s almost time to re-enroll in TaxAct® Professional Bank Products!1 (Yes, you must enroll every year — don’t worry, it won’t take long.) It’s easy to re-enroll, at no cost to you, […]

Tax Preparers are among some of the most targeted professionals when it comes to “identity thieves.” The amount of client information that you have access to is why you must take extra precautions to protect your clients’ personal data. Per the IRS: “Their tactics: using email, the phone, or other means to trick you into […]

Five Reasons Tax Professionals Should Offer Financial Planning Sustainability is Key to a Tax Professional’s Growth Growing a tax and accounting practice can seem daunting because of the 1:1 relationship between the income you earn and the hours you have put in to earn it. Unlike other small businesses that benefit from passive income streams […]

The 4 Things Your Pricing Should Include in 2022 It’s time to stop giving away your time for free! Recently, we discovered that many of the customers we work with do not understand their worth as a tax professional. Because of this, so many are undercharging for their tax preparation services! According to the 2021 […]

Announcing that TaxAct Professional has Partnered with The Taxbook! Take advantage of a special discount on WebLibrary Plus from TheTaxBook. Now just $229 for TaxAct Professional customers (regular price $319). TaxAct Professional is teaming up with TheTaxBook to offer you an integrated tax research solution: WebLibrary Plus. What is WebLibrary Plus? WebLibrary Plus allows you […]

Now that TY21 is in the books, it’s not too soon to start thinking about TY22. We’ve been planning ahead and working to make our tax software even better. Now is your chance to lock in the savings* and check out the Highlights for TY22: E-signature Integration –Use electronic tax signing software to get everything […]

Exclusive Tools From TheTaxBook, For Tax Pros! We are excited to announce that we have partnered with TheTaxBook for extension season, TY22, and beyond! Now, TaxAct Professional is able to provide our pros with an award-winning tax research solution, at a discounted rate that is the lowest in the marketplace – $229. To give you […]

TaxAct Professional is now partnering with TheTaxBook to provide our customers with an easy-to-use research solution in & out of tax season. And, our rate is the lowest in the marketplace at $229. ❇️   Award-winning software ❇️   Tax information at your fingertips ❇️   Time-saving research ❇️   And more… Extension Season is the perfect time to […]

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 […]

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 […]