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Software Training

Step-by-step videos on how to use ETS, configure banking products, and master e-filing.

Industry Insights

Tax law changes, IRS announcements, and analysis from working tax professionals.

Downloadable Guides

Client checklists, due diligence forms, document request templates, quarterly tax planners.

Periodic recordings on tax law updates, software best practices, and industry trends.

FREE TOOLS

IRS · OFFICIAL

Where's my refund?

Send clients to the IRS refund tracker — direct link to status check by SSN, filing status, and refund amount.

Open IRS tool →

IRS · OFFICIAL

Withholding Estimator

Help clients adjust their W-4 throughout the year. Useful for the standard intake interview.

Open IRS tool →

IRS · OFFICIAL

Where is my amended return?

Quick estimate of federal liability or refund — useful for advance planning conversations.

Open IRS tool →

Blog

Essential articles

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Executive Tax Software Team

How to Get Your EFIN in 2026: A Step-by-Step Guide for New Tax Preparers

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Executive Tax Software Team

Bank Products Explained: How Refund Transfers and Advances Help You Win More Clients in 2026

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Executive Tax Software Team

Tax Season 2026 Checklist: 14 Things Every Tax Office Must Do Before January 15

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