Let’s get you set up for success.
Joan Robinson Valley, EA
Manager, Customer Success
With nearly a decade of experience in the tax world, Joan leads a great team of tax professionals who are here to ensure your success using TaxAct Professional.
Ensure success from day one — your team is here to help!
1040 PDF Import Tool
Import last year's TaxAct returns or PDFs of returns prepared by other software.
See Supported SoftwareGet help from our specialists
Whether you need tax or system support, our agents are trained to help you.
Accessible training
The training you need anytime, anywhere. Videos, demos, webinars & articles.
Use our Fast Track checklist to make a smooth transition
Register your EFIN with TaxAct Professional
Import your customers through PDF Import process
Review the Getting Started and Setup materials
Invite your practice’s preparers & set up security settings (for multi user license only)