Tax software training, built into every tax program.
We don't stop at the theory of tax. Participants practice on case studies, activities, and simulations, and learn to do the work in the software your team uses.
What every tax training includes
Theory
Code sections, forms, and the reasoning behind each rule.
Practical training
Hands-on preparation from realistic client source documents.
Case studies
Real-world fact patterns worked from start to finish, then discussed.
Activities
Group exercises, quizzes, and error-spotting drills that keep every concept active.
Simulations
Mock client files, review notes, and deadlines that mirror busy season.
Software training
Data entry, diagnostics, and e-file steps in the software your team uses.
Software we cover
Tell us which platforms your firm uses and we will build the hands-on sessions around them. If yours is not listed, ask us.
Tax preparation
Professional software for individual, business, trust, and estate returns.
- CCH Axcess Tax
- CCH ProSystem fx Tax
- GoSystem Tax RS
- ONESOURCE Income Tax
- UltraTax CS
- Lacerte
- ProConnect Tax
- ProSeries
- Drake Tax
- ATX
- TaxWise
- TaxAct Professional
- TaxSlayer Pro
- CrossLink
Used in
Workflow and document management
Source document intake, workpapers, and tracking a return through review.
- SurePrep
- GruntWorx
- CCH Axcess Document
- CCH Axcess Workstream
- Caseware Working Papers
- Workpapers CS
- FileCabinet CS
- Practice CS
- XCM
- Karbon
- Canopy
- TaxDome
Used in
Tax research
Finding, reading, and documenting authority for a tax position.
- Checkpoint
- CCH AnswerConnect
- Bloomberg Tax
- Tax Notes
- Blue J
Used in
Corporate tax and provision
Large-company compliance and income tax provision under ASC 740.
Fixed assets and depreciation
Asset records, depreciation schedules, and book-to-tax differences.
- CCH ProSystem fx Fixed Assets
- Fixed Assets CS
- Sage Fixed Assets
- Bloomberg Tax Fixed Assets
Used in
Form 990 and exempt organizations
Exempt organization returns in professional and dedicated filing software.
- CCH Axcess Tax (Form 990)
- GoSystem Tax RS (Form 990)
- UltraTax CS (Form 990)
- Lacerte (Form 990)
- ProSeries (Form 990)
- Drake Tax (Form 990)
- Tax990
- ExpressTaxExempt
Used in
Sales and use tax
Tax determination, returns, and exemption certificate management.
- Avalara AvaTax
- Vertex
- ONESOURCE Indirect Tax
- Sovos
- TaxJar
Used in
Property tax
Renditions, assessment tracking, appeals, and bill payment.
- ONESOURCE Property Tax
- Avalara Property Tax
- County assessor and collector portals
Used in
Global mobility
Assignment tracking, compensation data, and nonresident returns.
Data and AI tools
Cleaning client data, automating workpapers, and using AI with review controls.
- Microsoft Excel
- Power Query
- Power BI
- Alteryx
- Microsoft Copilot
- ChatGPT
- CoCounsel
Used in
Product names are trademarks of their respective owners. Tax Talent Solution is an independent training provider and is not affiliated with or endorsed by these software vendors. Participants use software licensed to their firm.
Ready to build a stronger tax team?
Tell us who you are training and what they need to deliver. We will calibrate the content to your team and your firm's workflow.
Let's design your program