TaxSlayer ProWeb Software
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Private Course
Onboarding - TaxSlayer Pro Enrollment
Welcome To The SMART Tax Family!
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Try TaxSlayer ProWeb Through SMART Tax
Explore TaxSlayer ProWeb with full demo access for 30 days — no commitment, no cost. Perfect for tax pros evaluating their next software solution. Test drive the tools tax professionals rely on and decide with confidence.
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The BEST Tax Business Startup Course EVER!
Welcome tax business owner! This course is built for action-takers. By the end of this training, you will not just "know" how to start a tax business — you will have actually built one: properly registered, IRS-compliant, marketing-ready, and bank-fundable.
Each module contains step-by-step instructions, examples, action items, and the exact
tools and links you need. Read every module carefully, do the work, and ask questions inside the Skool community. Your future clients are waiting on you.
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Tutorial: Become An Authorized IRS e-File Provider
Ready to become an Authorized IRS e-file Provider? This free step-by-step EFIN Application Tutorial walks you through exactly how to complete and submit your IRS e-file Application with confidence.
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Bank Products - Tax Pro Advantages
This video breaks down what a bank product is (Refund Transfer and Cash Advance Loans) and the advantages of tax professionals using bank products in their business.
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Free Tax Training Through Intuit Academy
Individual and Business Tax Prep Training, Bookkeeping Training, and Practice Tax Returns. Practice preparing returns in professional tax software. FREE TaxSlayer ProWeb Tax Software Demo from SMART Tax.
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Paid Preparer Due Diligence Training On IRS.gov
The Paid Preparer Due Diligence Training helps you, as a tax preparer, better understand the earned income tax credit (EITC), child tax credit (CTC)/additional child tax credit (ACTC)/ credit for other dependents (ODC), American opportunity tax credit (AOTC), head of household (HOH) filing status and your responsibilities under the paid preparer due diligence regulations.
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DFY Tax Business SOP Template
Running a professional tax business means having systems that work even when you're busy. This done-for-you SOP template gives you a clean, branded framework that covers exactly how your tax business should operate.
Simply open it in Canva, swap in your business name and colors, and it's ready to use.
Normally $47 — Yours FREE as a member of this community.
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Practice Tax Returns with Answer Keys
8 Returns | 8 Answer Keys Included | Hands-On Training
The only way to get better at preparing tax returns is to actually prepare them.
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Tax Prep Service Flyer Templates
You can fully customize these templates in Canva. Change color, add or remove pics, etc. Canva is free, but to access the more advanced features you will need to upgrade to a paid subscription.
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WISP - Stay Compliant with IRS
Building your Written Information Security Plan.
An IRS WISP is a Written Information Security Plan required for tax professionals and accounting firms to protect sensitive client data. Though mandated by federal law, the IRS partners with security experts to provide resources and guidance on how to create one.
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Private Course
The EITC Mastery System For Sch C Taxpayers Vol 01
For Schedule C Taxpayers · The foundational mastery training for every tax professional preparing Schedule C returns where the Earned Income Tax Credit is claimed. Workbook tasks. Quizzes. Final exam. Earn your Certificate of Mastery.
Schedule C Self-Employed Taxpayers in Tax Preparation,
Understanding EITC and Due Diligence Requirements,
Taxpayer Record Retention and Reconstruction,
1099 Income Treatment and Scenarios,
Due Diligence Scenarios
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Private Course
The Schedule C Mastery System Vol 02
In Volume 01 we drilled EITC due diligence and self-employed taxpayers. The Schedule C Mastery System turns to the form itself. Every line. Every common error. Every audit-bait pattern. Loss-track returns Vol 01 didn't cover. A library of 100+ business codes. Two complete client walkthroughs. The audit-defense playbook most courses dodge. And a Certificate of Mastery you earn by passing the final assessment.
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Private Course
The Schedule E Mastery System Vol 03
Most tax preparers turn rental property clients away. They feel shaky on Schedule E, depreciation, and the passive activity rules — so they refer landlords, real estate investors, and Airbnb hosts to "someone else." That someone else charges $400-$1,200 per return. The Schedule E Mastery System fixes that. Every line of the form. Rental depreciation cold. Repairs vs capital improvements. Worked examples, audit defense, and a Certificate of Mastery you earn by passing the final assessment.
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Private Course
The Form 8867 Mastery System Vol 04
"Know exactly what the IRS requires — line by line — before it costs you."
2026 DUE DILIGENCE PENALTY ALERT — KNOW YOUR EXPOSURE
For returns filed in 2026, failure to meet due diligence requirements results in a $650 penalty per failure. With four potential areas, a preparer faces up to $2,600 per return.
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Private Course
The 1040-X Amendments Mastery System Vol 05
"Stop turning amendment work away. Charge what it's worth! Protect every return you touch."
AMENDMENT WORK = HIDDEN PROFIT
Most tax pros refer amendments out — and lose $300-$500+ per return in the process. This Mastery System teaches you to confidently take any amendment from intake to filed return, with audit-defensible files and premium pricing.
Six comprehensive modules, three professional bonus tools, a 30-question certification exam, and a printable Certificate of Mastery.
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Private Course
The Household Employee Income Mastery System Vol 6
"Get household employee classification right — protect your client, protect your practice, build long-term trust."
HOUSEHOLD EMPLOYEE CLASSIFICATION DONE RIGHT
Many tax pros were taught the wrong rules — or never taught these rules at all. This volume gets you to the truth on household employee classification: who's who, what the IRS expects, where the audit risk lives, and how to protect your client and your practice with confidence.
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Private Course
The Schedule A Mastery System Vol 07
Some tax pros think the only way to reduce a client's tax liability is by reporting a business loss on Schedule C — because they don't fully understand what's available on Schedule A. This volume corrects that. Every line of the 2025 Sch A. The 7.5% medical floor. Charity AGI limits and Form 8283. Mortgage interest after TCJA. Casualty losses and the federally-declared-disaster rule. The standard-vs-itemized comparison your client deserves. And the line 18 election that almost no one teaches.
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Private Course
Household Employee Income Statement Generator
Reconstruct a household worker's full-year income across multiple employers, then produce a signable workpaper supporting EITC / ACTC / CTC due-diligence files. Companion tool to Volume 06 — The Household Employee Income Mastery System.
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Private Course
The High Income Earner Tax Strategy Reference
A quick-reference guide of 55 credits, deductions, and planning strategies for tax professionals serving high-income clients. Companion reference to the SMART Tax Mastery Library — pull it up during planning calls, year-end reviews, and prospect conversations. If your client is filing W-2s and taking the standard deduction, you're not serving them - you're processing their return. High earners need tax planning before year-end. This reference is the planning conversation in 55 cards.
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Private Course
Tax Pro Website
We build and launch your tax pro website for you. Using our proprietary AI prompt with done-for-you Cognito Forms included creating a full client intake system. Easily onboard clients, look credible instantly, and operate more efficiently.
Consent to Use and Consent to Disclosure Forms
Client Intake Form
Due Diligence & Schedule C Questionnaires
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Private Course
D-F-Y Tax Pro Essential Cognito Forms
Using Cognito Forms to streamline client intake, improve compliance, and eliminate paperwork chaos in your tax business. NOTE: Using Cognito Forms is free BUT in order to collect electronic signatures (and stay IRS compliant), you will need to upgrade to the $19/month subscription.
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Private Course
Tax Pro Client Acquisition System
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