Exciting Announcement – New Partnership with Drake Accounting!

You Don’t Have to Choose Between Functionality and Affordability. TaxAct Professional is excited to announce that we have partnered with Drake Accounting to bring our customers an affordable, fully featured accounting and payroll product, at the discounted annual rate of $295 $795. This tool lets you manage basic client financial records with double-entry accounting. Plus, […]

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How to Setup a Referral Marketing System for Your Practice

How to Setup a Referral Marketing System for Your Practice Recording and presentation materials from webinar hosted in June of 2024. On June 5th, we hosted a 1-hour webinar, where Will Hamilton of SmartPath.co, presented on how to develop a referral marketing system, unique to your tax practice. A special thanks to everyone that joined us […]

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The Art of Properly Pricing Your Tax Services

The Art of Properly Pricing Your Tax Services Recording and presentation materials from virtual event hosted in May of 2024. On May 23rd, we hosted a 2-hour Education Forum virtually, where Will Hamilton of SmartPath.co, presented on how to properly price your tax services to align with today’s unique environment. A special thanks to everyone […]

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Free Tax Calendar, May 2024 – April 2025

Free, Downloadable Tax Calendar May 2024 – April 2025 Being a tax professional is stressful, busy, and sometimes… just downright exhausting. Especially this time of year! That’s why TaxAct Professional believes it’s so important for our team to create helpful, free content that works to save you time and energy. As you begin to prepare […]

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Save the Date: 2024 Conference & Event Season

Save the Date: 2024 Conference and Event Season With Tax Day behind us… it’s time for tax preparers to shift their attention to extension season and preparing for TY24. And with that, comes attending conferences, webinars, and training courses to gather your required allotment of continuing education credits, and ensure that you’re up to date […]

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Basics and Beyond of Crypto Taxation: What Preparers Need to Know

Basics and Beyond of Crypto Taxation: On-Demand Webinar Crucial Knowledge Tax Preparers Need to Know Cryptocurrency, or virtual currency, is a digital representation of value currently used both as a medium of exchange and as an investment. The IRS considers virtual currency to be property; in many cases, basic property tax law works well for […]

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IRS Tax Pro Account: Another Line of Defense Against Data Theft

The IRS and the Security Summit partners remind you that another way to help protect sensitive information from identity thieves is with secure online tools such as Tax Pro Account. Tax Pro Account is a secure, mobile-friendly, digital self-service that enables you to act on a taxpayer’s behalf, view their information and manage their authorizations […]

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When to File a Business Identity Theft Affidavit with the IRS

The IRS and its Security Summit partners continue to see identity theft schemes targeting businesses. Report possible business identity theft to the IRS with Form 14039-B, Business Identity Theft Affidavit. File Form 14039-B if your business receives a notice about a: Rejected e-filed return because a return on file for that same period. Tax return your […]

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1099-B, TAEF Recording

1099-B: Reporting Income from Securities and Bonds Recording from virtual event hosted in December of 2023. On December 7th, we hosted a 2-hour virtual event live from Savannah, GA, where Amy M. Wall presented on 1099-B. A special thanks to everyone that joined us live! Because 1099-B: Reporting Income from Securities and Bonds is such […]

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Watch Out for Tax Scams and Report Fraudulent Messages

The IRS and its Security Summit partners remind you to watch out for a variety of aggressive schemes that may arrive in email, by text, over the phone or through the mail. If you get one of these messages, don’t reply or click the link. Report the scam by sending the email or a copy […]

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Stop Chasing Paper, Start Offering eSignature – Webinar Recording

Stop Chasing Paper – Start Offering eSignature Recording from webinar hosted by TaxAct Professional and DocuSign®. On December 14th, TaxAct Professional partnered with DocuSign® to host a brief 1-hour virtual event on eSignature. A special thanks to everyone that joined us live! Because we continue to grow and improve our integrated eSignature tool, we felt it […]

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Tax Pros: Encourage Your Clients to Create an IRS Online Account

The IRS and its Security Summit partners ask you to encourage your clients to create an IRS Online Account. This tool provides your clients with a simple and secure way to go online and get their latest payment history, balance and more. They can even approve and electronically sign Power of Attorney and Tax Information […]

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Avoid Fraud and Tax-Related Identity Theft with an IP PIN

The IRS and the Security Summit partners encourage you to join the Identity Protection Personal Identification Number (IP PIN) program. An IRS IP PIN is a special six-digit number that helps prevent criminals from filling fraudulent federal income tax returns or stealing refunds using your personal information. IP PINs are unique because they are known […]

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Protect Your Business Against Data Loss and Fraud

The IRS and its Security Summit partners encourage you to follow these data loss and fraud best practices from the Federal Trade Commission: Set security software to update automatically. Back up important files. Require strong passwords for all devices. Encrypt devices. Use multi-factor authentication. Cyber criminals target businesses of all sizes. Knowing some cybersecurity basics […]

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2023 Tax Season Updates – Webinar Recording

Important Updates to Prepare for in TY23 Recording from webinar hosted on November 15, 2023. On November 15th, we held a 2-hour virtual event, hosted by Amy M. wall, where pros came together to learn about the must-know updates for TY23. A special thanks to everyone that joined us live! Because this content is so complex […]

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