Be ready before your first day
Starting a role that uses different tax software? Choose that platform’s training to get familiar with its screens, input areas, and return workflow. Reduce the time spent searching for where information belongs.
Level 2 · Freelancers and employees
Learn tax software.
Build your workflow.
Practical, recorded training for preparers, bookkeepers, and accounting professionals who want to follow the return workflow in the software they use.
Monthly income goal: Starting at $5,000 per month
Compare courses and bundlesLevel 2 solves the workflow problem
A new job. New software.
Less guesswork.
You may understand the tax rules and still feel stuck in an unfamiliar program. Learn how the return moves through the software before you’re expected to work in it.
Start freelancing with a software plan
Choose training that fits the platform used by the firms you want to support, or the software you plan to use independently. Think about return types, desktop versus cloud work, licensing costs, and how you will exchange files and questions.
Compare more than one platform
Explore the course pages, curricula, and available trailers for Drake Tax, CCH Axcess, and ProConnect. See how the training paths differ before choosing. To study multiple platforms in depth, purchase the relevant courses or bundles separately.
Build a workflow you can repeat
Connect source documents to software inputs and the completed return. Revisit the demonstration, check the output, identify missing information, and understand which issues need a reviewer’s attention.
Prepare for real freelance obstacles
Unfamiliar screens, different firm processes, incomplete documents, unclear client questions, and tight deadlines can slow down otherwise capable preparers. Software familiarity gives you a stronger starting point; employer-specific procedures and review expectations still need to be agreed with the firm.
Compare software coursesChoose the skills
your next role needs.
For employee work
Choose the software your firm uses. Follow the on-screen demonstrations and build familiarity with the input screens, return structure, and preparation steps before working within your employer’s process.
For freelance work
Match your training to the software and return types your work requires. Focus on a consistent preparation workflow, missing-information questions, and identifying items that need review.
For adding tax services
Already a bookkeeper or accounting professional? Build practical tax preparation skills alongside your existing work. Start with an appropriate return type and expand as your knowledge and review support develop.
Three software paths
Train in the software
you’ll actually use.
CCH Axcess
Explore individual returns, S corporations, C corporations, and partnerships. Choose a focused course or the complete four-course bundle.
See the CCH bundle →Drake Tax
Explore Form 1040, 1120S, 1120, and 1065 training. Review each course’s tax year and actual curriculum, then choose a single course or all four in a bundle.
See the Drake bundle →ProConnect
Explore individual returns, S corporations, and the business-return course. This bundle includes three courses; its business course combines C-corporation theory and partnership practice.
See the ProConnect bundle →One course
or a complete bundle?
A single course fits a specific return type or an immediate work need. Open its page to see the lesson list, price, and trailer where available.
A complete bundle gives you the included software courses in one purchase. Compare the actual contents before choosing; the bundles are not identical.
COMPLETE SOFTWARE BUNDLES
Choose how to pay
$499.99 paid in full
3 monthly payments of $189.99
6 monthly payments of $99.99
Find my courseA practical way to learn.
1. Choose your software
Start with the platform used by your employer or clients, or the one you plan to use in your own practice.
2. Review the curriculum
Check the return types, chapter titles, lesson list, and any available preview. Select the training that addresses the gap you need to fill.
3. Watch, revisit, practice
Use recorded demonstrations to understand the workflow. Pause and revisit lessons. Confirm software licensing and practice access in the specific offer before purchase.
Software licenses and live client work depend on your own arrangements and the specific package.
Explore all software trainingNew to tax preparation?
Build your foundations first with the free guide, mini-course, or planned live beginner cohort.
Explore Level 1 →Ready for your own practice?
Explore the services, pricing, client systems, and planning behind a tax business.
Explore Level 3 →