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)
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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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.