TaxACT has put the pieces together for your growing tax practice
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Multi-User Networking - Centrally store and share client lists & preparer data. |
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Master Templates - Generate professional invoices, letters, & more. |
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Enhanced Security - Admin account controls preparer info, program updates, & more. |
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Stay Organized - Attach scanned documents directly to client returns. |
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Prepare & Print Unlimited Returns for FREE!
Unlike other tax software, TaxACT won't sock you with additional fees each time you print a return to file through the mail.
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Multiple Preparer Support
TaxACT allows multiple preparers to share TaxACT software. You can set up multiple preparer profiles, customizing TaxACT for each preparer in your firm.
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Essential Client Management Tools
The TaxACT Client Manager lets you view your clients' names, SSNs, phone numbers, return status, and more—all in one convenient location.
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Helpful Data Organizers for Your Clients
Personalized data organizers aid your clients in gathering the necessary tax info and documents.
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Customized Preparer Summary Letters & Invoicing
Print handy summary letters complete with final instructions for your clients. Customizable invoices allow you to charge by form or per return.
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College Student Financial Aid Report
Maximize clients' eligibility for college financial aid using TaxACT's FAFSA worksheet. Contains the tax information they'll need to apply for the college financial aid they seek.
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Split Your Clients' Tax Refund
Give your clients the ability to split their federal tax refund and deposit into multiple accounts, such as checking, savings, retirement, college education, etc.
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And Much More! See all features & benefits.







