🖊Downloading Signed Documents from the eSignature Dashboard

Posted on by Matthew Davis
It has come to our attention that some are having a hard time finding where to download signed documents once they are back from the customer in the eSignature Dashboard.  We have created a quick video that walks you through the process of downloading the files. [embed]https://www.youtube.com/watch?v=JRepFisSA9M[/embed] You can find other helpful videos here: https://www.taxact.com/professional/resources/videos  
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What Preparers Need to Know: Crypto Taxation Basics and Beyond Webinar

Posted on by Matthew Davis
Tax season is coming soon, and with the growth of cryptocurrencies, we want to ensure you’re well-prepared for any Bitcoin or Ethereum questions you might face. This complimentary webinar, presented by author Amy Wall, will help you understand the concepts underlying cryptocurrency so you can determine how to handle these kinds of assets on a client’s tax return. Register Here Webinar schedule 12:00 pm – 1:45 pm CST Intro to cryptocurrency 1:45 pm – 2:00 pm CST Break 2:00 pm – 4:00 pm CST Crypto taxation best practices and beyond Opinions expressed by Ms. Wall are solely her own an...
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✅ Reminder – Bank Enrollment is Open

Posted on by Matthew Davis
If you have not enrolled in bank products yet, now is a great time.  Your application will be able to be processed quicker if you enroll now versus waiting till late December, as the majority of applications come in at this time. To enroll, click here. If you need more information, please reach out to our bank product experts, Melanie and Sarah.  You can find their contact information here  
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Bank Product User Survey – Your Input Matters!

Posted on by Matthew Davis
If you used Bank Products this tax season, we want to say thank you. We’re sure that you and your clients both benefited from them. As we’re constantly looking to improve our offerings, we’d love to hear about your experience. Your responses are important and will affect what bank products we offer in the future. We look forward to hearing from you and continuing to work with you in TY22. Take the Survey
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Reserve now before TY22 Software prices go up.

Posted on by Matthew Davis
Save now before prices increase July 1st We hope that TY21 was a success for you. We appreciated working with you and are looking forward to TY22. Now’s the time to lock in your savings and pre-order before prices go up on June 30.* There are two options for placing your order: 1) You may pre-order by June 30, 2022 and pay nothing until November. 2) You can pay by phone today and receive an additional discount.** To take advantage of this offer, visit our website by clicking here, or call our sales team at (319) 536-3571. Don't miss this chance to get the lowest price of the...
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Now is your chance to lock in the savings and check out the Highlights for TY22

Posted on by Matthew Davis
Great updates. Great Value.New features that you'll love. Pre-Order Now 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 signed and tracked.Bank products & Incentives – Get money for Refund Transfers and offer clients CashAdvance for TY22¹Expanded forms and efile coverage – Over 100 new forms to our curr...
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It’s not too late to add Refund Transfers to your Tax Practice!

Posted on by Matthew Davis
It's not too late! Enroll today! While tax season is in full swing, there is still much left to do.  If you have been thinking about offering Refund Transfers for your clients, it's not too late.  Our bank partners are still accepting enrollments. Republic Bank Enrollment is open until 4/15 and TPG is open year-round. Hear from one one of your fellow Tax Professionals "After starting bank refund transfers and advances, my practice grew from 40 clients the first year, to 150 clients the next season. All because of the ease of use of TaxAct Professional and because I offered my clients ban...
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TaxAct Professional Customer Data Update 2022

Posted on by Matthew Davis
Let’s get your TaxAct Professional information up to date. 2022 is going to be a big year for us all. And with so many changes over the last few years, now’s the perfect time to double-check that we still have your most current information. We don’t want you to miss out on any important news, account notifications, or product enhancements coming this year and beyond. To update your information, please follow this link.
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Webinar: Bank Products

Posted on by Matthew Davis
Starting tomorrow at 11:00 AM CDT, Melanie Milton will kick-off hosting the weekly TaxAct Professional Bank Product Webinar Series! During these webinars, Melanie will discuss our new incentive programs, what changes have been made to the bank product program for TY21 and answer any questions you may have. To attend one of these upcoming webinars, click here to register: https://proadvance.taxact.com/taxact-professional-bank-product-webinars/
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Lock In Your Discount Now

Posted on by Matthew Davis
On behalf of myself and the entire TaxAct Professional Team, it would be our honor to continue being your tax preparation software of choice in Tax Year ‘20.  You can now order your software or reach out to our sales and support team at 319-536-3571 to answer any questions you may have. You can also send us an email at prosales@taxact.com. We know there are many options you can choose from, and we look forward to serving you next season and beyond.  If there is anything my team or I can do, please reach out. Sean Taylor Head of Professional Sales TaxAct Professional Sales and Su...
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Additional TaxAct Professional 2018 State Editions Available as of 1/16/2019

Posted on by Matthew Davis
The following TaxAct Professional 2018 States are now available since our last State release notification on 01/09/2019: 1040 AL AR AZ DE HI IA LA MA ME MN MO MS MT ND NE NJ NM OH PA RI SC 1065 AR HI NE RI 1120 AR HI MT NM 1120S AR HI MT NE RI See the State Program Release Dates page for the entire list of available states and anticipated release dates. If you’ve already purchased your 2018 State Edition(s), you will be able to install all available ...
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Updated: Scheduled Maintenance for 01/17/2019 and 01/22/2019

Posted on by Matthew Davis
In order to get our systems ready for peak filing season, TaxAct will be performing scheduled maintenance on the following days and times: Thursday, January 17, 2019, from 4 AM - 6 AM CT Tuesday, January 22, 2019, early morning – time to be determined During these times, you will not be able to access TaxAct Professional software or website. Watch for an update regarding next Tuesday's scheduled maintenance. Thank you for your patience as we get our systems ready to support your successful filing season.
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