Blog

Working Families Tax Cut Act: Insights and Support for Tax Pros This session breaks down the Working Families Tax Cut Act and its impact on today’s tax professionals and their clients. With guidance and regulations constantly evolving, staying up to date is essential. We’ll highlight key provisions, how they may affect your workflow, and the […]

Disaster Relief and Casualty Losses: What Tax Professionals Need to Know Disasters can leave taxpayers financially and emotionally devastated—but they also trigger important tax relief options. Join us for a comprehensive webinar exploring how to guide clients through disaster-related tax issues, including casualty loss deductions, administrative relief, and safe harbor methods. We’ll cover how to […]

Tax season is more than just forms and filings — it’s also an opportunity to enhance the client experience and increase your practice’s profitability. For tax professionals using TaxAct Professional, bank products offer a compelling solution to do both. Whether you’re a solo preparer or part of a larger firm, offering bank products can streamline […]

Prep Like a Pro: Boost Productivity in TaxAct Professional Learn time-saving tips, shortcuts, and hidden features to help you work faster and deliver more accurate returns. Perfect for newer TaxAct Pro users who want to maximize efficiency this tax season. Click  here to access the webinar replay and presentation. Disclaimers: By clicking ‘submit’ you agree […]

October 31st will be the last day for Republic and SBTPG bank enrollments in-app.

Welcome to the preview release of TaxAct Professional for TY25. You can start exploring the latest improvements and preparing for the upcoming filing season.

We’re aware of an Amazon Web Services (AWS) outage affecting TaxAct Professional logins. You may experience intermittent access during this time. The issue is being monitored, and normal access will resume once service is fully restored. We appreciate your patience and understanding.

TaxAct Professional Ranked #1 in Overall Satisfaction in 2025 NATP Software Survey In the latest *National Association of Tax Professionals (NATP) 2025 Software Survey, TaxAct Professional earned the highest overall satisfaction rating of all reviewed tax software — an impressive 93% of respondents reported being satisfied or very satisfied with the product. Highest Rated for […]

Handling sensitive financial and personal data makes your practice a prime target for cybercriminals. From phishing scams to ransomware attacks, the threats are real and evolving. Fortunately, proactive security practices can help mitigate risks and keep your firm and clients safe. Here are five essential cybersecurity tips to put in your back pocket: 1. Use […]

As the 2025 tax season approaches, tax professionals are already beginning to prepare for what’s shaping up to be a year of significant shifts in regulation, compliance, and technology. Whether you’re a solo practitioner or part of a larger firm, understanding what’s changing — and how to adapt — will be key to staying compliant […]

The One Big Beautiful Bill Act (OBBBA) brings forward comprehensive revisions to the federal tax code, going into effect for the 2025 tax season. These updates are critical for tax professionals who must adjust planning strategies, advise clients accordingly, and ensure their tax software is up to date. Key Provisions of the OBBBA: 1. Permanent […]

EIC Eligibility and Due Diligence The earned income tax credit (EIC) is a refundable tax credit that provides a tax break to taxpayers with low to moderate income. Tax professionals who prepare returns claiming the earned income tax credit (EIC) must comply with the IRS’s strict due diligence requirements for each return filed and understand […]

At TaxAct® Professional, we’re here to lighten your load. That’s why we’ve created a free, downloadable tax calendar designed to help you stay organized, informed, and one step ahead as you prepare for Tax Year 2025. Why Download Our Tax Calendar? Our newly updated May 2025 – April 2026 tax calendar is more than just […]

2025 New Federal Tax Legislation Update This course reviews any new federal tax law changes which impact 2025 tax law plus any retroactive changes to 2024 tax law. We’ll also cover the latest information on TCJA and any pending changes we may expect later this year. Receive up-to-date information on IRS’s EITC focus, changes to […]

Client retention and satisfaction for tax professionals​ Keeping your clients happy and loyal is more than good business—it’s essential for the long-term success of your tax practice. Now is the perfect time to evaluate how well your office is meeting client expectations and plan improvements that will help boost client retention. Why Client Retention Matters […]