Powerful tax software designed for tax professionals, offering scalable solutions and dedicated support to efficiently manage client returns.
TaxAct Professional is a tax preparation software designed to meet the needs of professional tax preparers, offering scalable solutions for firms of all sizes. With a focus on accuracy and efficiency, TaxAct Professional provides tools for importing client data, managing e-signatures, and generating customized tax planning reports. The software supports various federal and state tax forms, including 1040, 1041, 1065, 1120S, 1120, and 990. It also provides cloud data storage, multi-user licenses, and dedicated technical support. TaxAct Professional is a cost-effective solution that helps tax professionals streamline their workflow, minimize errors, and maximize revenue.
TaxAct Professional is a tax preparation software designed to meet the needs of professional tax preparers, offering scalable solutions for firms of all sizes.
Explore all tools that specialize in prepare and file individual (1040) tax returns. This domain focus ensures TaxAct Professional delivers optimized results for this specific requirement.
Explore all tools that specialize in prepare and file business tax returns (1065, 1120s, 1120). This domain focus ensures TaxAct Professional delivers optimized results for this specific requirement.
Explore all tools that specialize in prepare and file trust and estate tax returns (1041). This domain focus ensures TaxAct Professional delivers optimized results for this specific requirement.
Explore all tools that specialize in prepare and file non-profit tax returns (990). This domain focus ensures TaxAct Professional delivers optimized results for this specific requirement.
Explore all tools that specialize in e-file federal and state tax returns. This domain focus ensures TaxAct Professional delivers optimized results for this specific requirement.
Explore all tools that specialize in import client data from previous years or other software. This domain focus ensures TaxAct Professional delivers optimized results for this specific requirement.
Allows importing client data from various sources, including previous years' TaxAct files, CSV files, and other tax software. This feature parses the imported data and automatically populates the relevant fields in the current year's tax return, saving time and reducing manual data entry errors.
Enables tax professionals to send documents for e-signature directly from the TaxAct Professional software. It tracks the status of signature requests and updates the software dashboard in real-time, providing a seamless and efficient way to obtain client signatures.
Offers a range of customizable reports that provide insights into clients' tax situations, allowing professionals to offer personalized tax planning advice. These reports can be generated based on various criteria, such as income, deductions, and credits, and can be easily shared with clients.
Allows clients to pay their tax preparation fees directly from their refund via bank products offered through Republic Bank & Trust Company and Santa Barbara Tax Products Group, LLC. This integration facilitates payment processing and allows clients to file without upfront costs.
Enables multiple users within a firm to access the software simultaneously, allowing for efficient collaboration and workflow management. User permissions can be customized to ensure data security and compliance.
Create an account at https://www.taxact.com/professional.
Choose a pricing plan based on your needs (pay-per-return or bundle).
Download and install the TaxAct Professional software.
Import existing client data from prior years or other tax software.
Configure your firm's information and preferences.
Complete a test tax return to familiarize yourself with the software.
Utilize the dedicated technical support for assistance if needed.
All Set
Ready to go
Verified feedback from other users.
"TaxAct Professional is rated highly by users, with many praising its ease of use, accuracy, and comprehensive support. Some reviewers have used the software for over 20 years and recommend it to others."
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