Videos
How to Download and Install Your Software
Once your TaxAct Professional order has been fulfilled, you may download your software from within your TaxAct account online.
Getting Started with the Software
Get your account ready in minutes with this short how-to video.
Adding Preparers to Your Practice
Here is how to add preparers to your existing TaxAct Professional account.
Setting up Master Billing Info
Easily setup your master billing information by following this short how-to video.
Customizing Your Info and Preferences
After the initial setup of the TaxAct Professional software, you may further set up and customize your program to make your tax preparation practice more efficient.
Using the Notes Feature
Improve your tax practice's efficiency by utilizing the enhanced Notes feature.
EFIN Verification Step-by-Step
All tax preparers must submit a copy of their e-file Application Summary for verification in order to e-file. Here's how.
Automatic Mileage Log and Expense Tracker
Everlance is an automatic mileage log and expense tracker featured by Apple and Google as one of their "Best New Apps".
Update Credit Card & Billing Info
Updating the credit card and billing info associated with your account is simple.
Benefits of TaxAct Professional
What are some of the benefits of using our tax preparation software?
Past Webinars
Efficient Mileage & Expense Tracking
Everlance helps professional tax preparers delight and retain their most valuable clients - self-employed clients.
Expanding Your Target Market
If you want to grow your practice, consider widening your list of potential clients.
Time-Saving Tips for Using the Software
Follow along as we show you some tips and tricks to save time this tax season.
Learn About Audit Assistance
An easier way to resolve inquiries and audits with the IRS and states.
E-filing Essentials: Streamlined E-file Steps and Reports
Take a deep dive into the e-file process and learn how to use Professional Reports to quickly get the e-file status information you need.
Download & Install 2016 Professional Editions
Watch this webinar to learn how to download and install your TaxAct 2016 Professional software.
Setting up 2016 Enterprise Editions
Learn how to quickly setup your 2016 Enterprise software.
Importing to 2016 Enterprise Editions
If you used TaxAct Professional 2015 software, watch this video to learn how to easily import Master Information and returns in to 2016 software.
