TaxAct Professional Webinars

Learn how to optimize efficiency and maximize your revenue in our TaxAct Professional Webinars. Whether you've used TaxAct Professional Editions for years or you're just researching, we'll give you info, tips and tricks to help increase your productivity and bottom line.

Unable to attend the live webinars? Don't worry - we'll publish recordings here. Bookmark this page.

Coming Soon:

More 2017 webinars will be announced late Spring or early Summer.

Past Webinars:

TaxAct Professional Reports: How to Quickly Access the E-File Information You Need (was scheduled for 1/19/17)
and
E-filing Essentials: Streamlined E-file Steps and Reports in TaxAct Professional

Date: Tuesday, 1/24/2017

Time: 2:00pm Central Time

This is a busy time of year, so we want to be mindful of your time. That's why we've decided to combine the closely related information from the Professional Reports webinar (previously scheduled Jan. 19) and the Jan. 24 webinar.

In this webinar, we will present a deep dive into the e-file process in TaxAct Professional Editions. We'll also show you how to use Professional Reports to quickly get the e-file status information you need, as well as how to drill down for more detail.

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Make Payroll a Profitable Part of Your Practice

Date: Thursday, 12/15/2016

Time: 2:00pm Central Time

Many tax professionals view payroll as a loss leader, but what if it wasn't?

What if payroll could be a significant and steady revenue generator for your practice?

In this webinar, we'll cover how payroll fits within the tax professionals' suite of financial services offered to small business clients. With increasing regulation, a more complicated workforce, and financial and technological pressures on small business owners, it's crucial for the tax professional to be in a position to cut through the noise and advise or handle client payroll.

Whether you run payroll for clients, advise on payroll solutions, or have a hand in the after effects of payroll in a calendar year, you'll want to know how technology and proper advisement can make payroll profitable for your practice.

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Easily Save Time, Increase Revenue and Enhance Your Client Services

Date: Tuesday, 12/6/2016

Time: 2:00pm Central Time

Neither you nor your clients want to deal with IRS or state taxing authority inquiries and audits, and identity theft can be a nightmare to resolve. Protection Plus is an Audit Assistance and ID Theft Resolution solution you can offer to your clients at the time of tax preparation. Learn about all of our services, how they can help your business, and how to effectively enroll your clients in this mutually beneficial program. Revenue share opportunities are available.

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Time-Saving Tips for Using TaxAct Professional

Date: Tuesday, 11/22/2016

Time: 2:00pm Central Time

As tax season approaches, we want to make sure you are ready to prepare more returns in less time. In this webinar, we'll cover data entry and time-saving tips, as well as where to find help and resources in the software and on our website. We'll also share tips for data backup, Client Manager, and more.

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TaxAct Professional Practice Growth Series, Session IV: Revenue Opportunities Through Expanded Client Services

Date: Thursday, 11/10/2016

Time: 2:00pm Central Time

The success of your practice is our primary goal, and that's why TaxAct Professional has partnered with industry leaders to bring you opportunities to provide your clients with valuable expanded services. In this webinar, you'll learn how your clients can benefit from these services, as well as how you can share in the revenue opportunities.

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TaxAct Professional and the ACA: What You and Your Clients Need to Know for the 2016 Tax Season

Date: Thursday, 11/3/2016

Time: 2:00pm Central Time

The Affordable Care Act continues to evolve as it is phased in over a period of years. This webinar will cover what's changing for the 2016 tax year, what information your clients need to know, and how TaxAct Professional will help you through the process.

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Setting Up Your TaxAct Professional Software

Date: Wednesday, 11/2/2016

Time: 2:00pm Central Time

This year when you install your TaxAct Professional software, we want you to have all the information you need at your fingertips to quickly and accurately set up your program. We'll cover how to enter all the necessary information, including time-saving tips about importing last year's data.

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Setting Up Your TaxAct Professional Software: Enterprise Editions

Date: Tuesday, 11/1/2016

Time: 2:00pm Central Time

This year when you install your TaxAct Professional software, we want you to have all the information you need at your fingertips to quickly and easily set up your program. We'll cover how to enter all the necessary information, including time-saving tips about importing last year's data. This session will cater specifically to practices using the Enterprise Editions of TaxAct Professional, so you know exactly what you need for multi-user networking, data storage, and more.

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Financial Tips Webinar for Accountants

Date: Thursday, 10/13/2016

Time: 2:00pm Central Time

This webinar will feature advice from Biz2Credit, small business funding experts in accounting and small business finance. The webinar will also cover best sources of capital, and growth strategies for tax preparers, CPAs, and their clients. The panel will feature advice from Tracy Kelleher, Vice President of Business Development at Biz2Credit, a leading online platform for business owners in search of financing.

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TaxAct Professional: What's New for Tax Year 2016

Date: Thursday, 10/6/2016

Time: 2:00pm Central Time

Dial in to hear what's new in TaxAct Professional Editions for the 2016 tax season. We'll cover new features and services that will help you complete more returns in less time, provide your clients with the highest level of service, and have another profitable tax season.

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Delivering Top Notch Client Service with TaxAct Professional

Date: Thursday, 9/29/2016

Time: 2:00pm Central Time

The single best way to differentiate yourself from your competition and maximize client retention is to deliver top notch client service. TaxAct Professional can help. Attend this webinar to learn about our secure client portal to help you communicate and share documents with your clients as well as other features TaxAct provides to help you and your clients prepare for the upcoming tax season.

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The Benefits of Using Bank Products with TaxAct Professional

Date: Thursday, 9/8/2016

Time: 2:00pm Central Time

Offering your clients bank products gives you a competitive advantage in your market. Not only will this webinar show you how TaxAct Professional makes it easy to offer refund transfers and refund advances, you'll also learn about a special opportunity for software purchase assistance!

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Offering Financial Services with HD Vest 1040 Analyst

Date: Wednesday, 8/31/2016

Time: 1:00pm Central Time

As a CPA or tax professional, your unique advantage is your exclusive access to your clients' tax data, which reveals a wealth of information about their ability to potentially reach their financial goals. In this webinar, HD Vest will share practical strategies to demonstrate just how easy their 1040 Analyst® automated tool is to use to seamlessly integrate your clients' tax data from TaxAct Professional 1040 Editions to a customized client output highlighting financial services that can help them chart a new course. Learn how HD Vest helps tax professionals like you reinvent practices to offer financial services as a way to improve your clients' satisfaction and grow your revenue.

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HD Vest Financial Services® is the holding company for the group of companies providing financial services under the H.D. Vest name. Securities offered through HD Vest Investment Services, Member FINRA/SIPC, Advisory services offered through HD Vest Advisory Services, 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

TaxAct Professional Practice Growth Series, Session III: Marketing Your Practice on the Web

Date: Tuesday, 8/23/2016

Time: 2:00pm Central Time

Get tips for kicking up your local marketing! We'll cover seven ways to jump to the top of Google, Bing, and Facebook.

Recording coming soon

Why You Should Consider TaxAct Professional for Your Practice

Date: Thursday, 7/28/2016

Time: 2:00pm Central Time

If you think there may be opportunities to improve your efficiency and grow your practice, don't miss this webinar. We'll cover how TaxAct Professional software, products and services help you prepare more returns in less time, and save money doing it.

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TaxAct Professional Practice Growth Series, Session I: Expand Your Target Market

Date: Tuesday, 5/24/2016

Time: 2:00pm Central Time

The competition for individual taxpayers can be fierce. If you want to grow your practice, consider widening your list of potential clients. Now is the time to engage in continuing education to gain the skills to complete business and estate/trust returns, serve non-profits, and/or represent your clients with the IRS. Attend this webinar to learn how TaxAct Professional partner, Surgent, can help you expand your target market.

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Post-season Tips from TaxAct Professional

Date: Thursday, 5/12/2016

Time: 2:00pm Central Time

Congratulations, you've successfully navigated another tax season - now what? This webinar will highlight steps you can take with TaxAct Professional to protect data and prepare yourself for another profitable season in tax year 2016. View a recording

An Easier Way to Resolve Inquiries & Audits with the IRS & States

Date: Wednesday, 3/2/2016

Time: 2:00pm Central Time

How much time do you spend resolving inquiries or audits by IRS and states each year? Get that valuable time back this tax season with Protection Plus Audit Assistance. Let Protection Plus audit experts resolve issues by working directly with your client and the taxing agency while you receive updates. Revenue share opportunities are available. You can purchase on a per-client basis, but you must enroll first (enrollment does NOT obligate you to purchase). View a recording

TaxAct Preparer's Editions and the ACA: What You and Your Clients Need to Know for the 2015 Tax Season

Date: Thursday, 12/10/2015

Time: 2:00pm Central Time

Because the Affordable Care Act is being phased in over a period of years, with some details being refined and clarified during the phase-in period, your clients may feel confused or overwhelmed about how their taxes will be affected. This webinar will cover what's changing for the 2015 tax year, what information your clients need to know, and how TaxAct Preparer's Editions can help you through the process. View a recording

TaxAct Professional Client Xchange:
New tool for securely sharing documents with clients

Date: Thursday, 12/3/2015

Time: 2:00pm Central Time

TaxAct Professional is pleased to announce Client Xchange for the 2015 tax season! Client Xchange is a secure portal, hosted on TaxAct's secure servers and branded with your name and logo, where you can safely exchange sensitive documents with your clients. Attend this webinar to learn how to access the portal, set it up, invite clients, and ultimately improve your efficiencies and client satisfaction. We'll show you a demo, discuss pricing, and answer any questions you may have about this valuable new product. View a recording

Expand Your Clients' Refund Options and Grow Your Bottom Line with Bank Products

Date: Thursday, 11/19/2015

Time: 2:00pm Central Time

Offering your clients refund transfers and refund advances gives you a competitive advantage in your marketplace. And TaxAct makes it easy for you with integrated bank products in our TaxAct Preparer's Editions. Plan on attending this valuable webinar to learn about what bank products are offered in our software, how easy it is to offer them, and how both you and your client will benefit. View a recording

How TaxAct Can Help You Grow Your Practice

Date: Tuesday, 11/10/2015

Time: 2:00pm Central Time

The success of your business is our primary goal, and this webinar will show you how TaxAct can help you grow your practice. From opening up additional prospective markets with new products, to connecting you with additional business resources, you'll learn how to attract new clients and extend your billable hours with existing clients. View a recording

Your Essential Guide to Combating Identity Theft

Date: Thursday, 10/29/2015

Time: 2:00pm Central Time

Identity theft has become an issue none of us can afford to ignore. In this webinar, we'll talk about steps you can help your clients take to avoid identity theft, as well as how you can help your clients through the process if it does happen. View a recording

Key Features to Know About for the Upcoming Tax Season

Date: Thursday, 9/24/2015

Time: 2:00pm Central Time

Tune in to hear what's new in TaxAct Preparer's Editions for the 2015 tax season. We'll cover new forms, new states, new features and exciting news about customer support. You'll also see some key features of Enterprise Editions and learn more about Enterprise benefits. At the end of the session, we'll open it up to answer your questions about all things TaxAct. View a recording

Introduction to TaxAct Preparer's Edition

Date: Thursday, 9/10/2015

Time: 2:00pm Central Time

Join us for an overview of the benefits and features of TaxAct's Preparer's Editions. We'll cover the scalable packages we offer, available add-on products, and offer some tips for using TaxAct to have your best tax season ever. View a recording

Introduction to TaxAct Preparer's Edition

Date: Thursday, 8/13/2015

Time: 2:00pm Central Time

Join us for an overview of the benefits and features of TaxAct's Preparer's Editions. We'll cover the scalable packages we offer, available add-on products, and offer some tips for using TaxAct to have your best tax season ever. View a recording

Introduction to TaxAct Preparer's Edition

Date: Thursday, 7/9/2015

Duration: 29 minutes

Join us for an overview of the benefits and features of TaxAct's Preparer's Editions. We'll cover the scalable packages we offer, available add-on products, and offer some tips for using TaxAct to have your best tax season ever. View a recording

TaxAct Preparer's Editions and the Affordable Care Act

Date: Thursday, 12/4/2014

Duration: 24 minutes

The Affordable Care Act (ACA) will affect the health insurance and federal income taxes of nearly every American over the next few years. Find out how TaxAct Preparer's Editions will help you navigate these issues for your clients and learn about additional resources available to you and your clients to learn more about securing health insurance, qualifying for tax credits, and more. View a recording

We are sorry we didn't have time to answer all of your questions during this webinar. Click here to view the questions and answers.

TaxAct Preparer's Editions: Diving into Master Information - Invoicing and Instruction Letters

Date: Thursday, 11/20/2014

Duration: 33 minutes

Join us for a more detailed walk-through of the invoicing process, client invoices, and setting up instruction letters for your clients. As we get closer to tax season, we want to make sure you know how to get the most from your TaxAct Preparer's Editions. We will also open up this webinar for general questions regarding the software to make sure you have all the information that you need. Don't miss your chance to get your questions answered by a TaxAct professional. View a recording

TaxAct Preparer's Edition 201: Advanced Features & Enterprise Edition

Date: Thursday, 10/30/2014

Duration: 44 minutes

TaxAct Enterprise Editions are packed with productivity tools for multi-user practices. Find out how Enterprise features such as Shared Networking, Document Manager and Online Data Backup maximize your business potential. View a recording

TaxAct Preparer's Edition 101: Getting Started

Date: Thursday, 10/23/2014

Duration: 29 minutes

Maximize your productivity - prepare more returns easily AND in less time! Get how-tos directly from TaxAct Preparer's Editions experts. Topics include installing, managing client info and e-filing. View a recording