Last Day to Renew before Prices Increase 7/1.

Posted on by Matthew Davis
You do not need to do anything if you have already renewed your software for TaxYear 2023. We hope that TY22 was a success for you. We appreciated working with you and are looking forward to TY23. Now’s the time to lock in your savings and pre-order before prices increase on June 30.* There are two options for placing your order: 1) You may pre-order by June 30, 2023, and pay nothing until October. 2) You can pay by phone today and receive an additional discount.** To take advantage of this offer and our new features like enhanced eSignature integration and Spanish client-facing d...
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🖊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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Elementor #2645

Posted on by Matthew Davis
Free DocuSign Webinar: How to Stay Compliant with eSignature This is your opportunity to learn about our new integrated eSignature offering, backed by DocuSign®. Now you can make it easier for you and your clients to get the signature you need to e-file, while also helping you stay compliant!1 Join TaxAct Professional and DocuSign for a , where we’ll show you: - In-product eSignature demo - Overview of eSignature compliance from DocuSign - Customer experience demo from DocuSign - How to purchase eSignatures for TY22 This is a webinar you won’t want to miss. Reserve yo...
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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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Welcome to TaxAct 2022 Professional Editions

Posted on by Swathi Gunnala
We know you have options when it comes to selecting professional tax preparation software. Thank you for choosing TaxAct 2022 Professional Editions. We are continually working to improve our software to help Tax Professionals like you to be more efficient and effective and to provide a product you and your clients can trust. Throughout the tax year, we will make information available to you using the Notification Center within TaxAct 2022 Professional. Subjects will include enhancements, updates, and form availability, among other things. The following TaxAct 2022 Professional Editions are n...
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