New to TaxSlayer Pro? You’ll be glad to know that you have industry-leading support at your fingertips. And that support starts with our New User Orientation and New User Webinar. Here’s how they’ll help you get off to an amazing start with TaxSlayer Pro.
New User Webinar
The New User Webinar is designed to help you install your tax software and introduce you to preparing and filing returns in the program. The webinar is offered on-demand so you can watch when its convenient for you.
After walking you through the installation process, your webinar instructor will work through sample tax returns and the e-filing process.
New User Orientation
After learning the basics in the New User Webinar, you can get one-on-one attention with a New User Orientation. The New User Orientation is a unique program that pairs you with a seasoned customer support specialist and gives you a personalized guide of your new tax software. Your support expert will cover all of the basics of the program and address any questions you have.
Your support specialist will cover the following:
- Configuration options
- Program security
- Working in tax returns
- E-filing
- Getting updates
- Program features
Registering for your New User Orientation is easy. If the you want one-on-one training, simply call Customer Support and request it. if a support specialist is available, the training can be done immediately. If not, you can schedule the training for later that week.
Additional steps
To make the most of your orientation, we also highly recommend completing the following items before your scheduled New User Orientation time:
- Make sure you have the program installed on the computer you will be using during your orientation
- Complete a few practice returns
- Have a list of any questions that you would like to address with your customer support specialist
Other resources
Our support doesn’t stop at the New User Orientation and Webinar. We’re always creating resources to help tax professionals learn and succeed. Be sure to take advantage of these free resources to grow your business and get the most out of TaxSlayer Pro!
- Training and tax preparation videos
- Our Support Center with answers to your most common questions
- Free premium guides, including our Ultimate Guide to Starting a Tax Preparation Business
- Our library of articles about growing your tax business
- And, of course, unlimited support from our customer support specialists. We’re just a phone call away, and we’ll always answer quickly – even in peak tax season!
