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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, […]

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 […]

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 […]

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 […]

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 […]

We heard your feedback regarding TaxAct Professional’s Print Center, and our team has been working hard to implement these recommendations. We’re excited to announce that these changes will officially be available to you early next week. Feature Highlights: Print all (Filing,Preparer,Client) individual Copies at one “print” click. Print Preparer and Client copies Print from Client […]

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Important Bank Product Dates to Remember: 1/15 – Santa Barbara TPG Software Purchase Assistance (SPA) enrollment closed. 1/26 – Republic Bank Software Purchase Assistance (SPA) enrollment closes. 1/31 – Last day to enroll in the Refund Transfer Incentive Program. May (exact date is TBD) – TY23 enrollment closes for Republic Bank. 5/31 – Refund Transfer […]

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 […]

As part of our commitment to providing you with the best possible service, we want to inform you about an upcoming scheduled downtime for essential maintenance for TaxAct Professional. Downtime Schedule: Date: Jan 16, 2023 Time: 4:30AM – 5:30AM CST Access to TaxAct Professional will be temporarily unavailable during the maintenance.  We are implementing crucial […]

ProConnect PDF Import is now working as expected. Thank you, The TaxAct Professional Team

ProConnect PDF Import is currently experiencing issues with importing a few fields from Basic Information.  Our team is working to resolve this as quickly as possible, stay tuned for an update for when this is resolved. Thank you, The TaxAct Professional Team

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 […]