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All Vault Resources


New Tax Pro Launch Checklist

Free

Free Workflow Starter Checklist

Free

PTIN & EFIN Compliance Starter Checklist

Free

Understanding Your Tax Return: A Plain-Language Guide to Form 1040 for Everyday Taxpayers

DIY Mid-Year Check-in Tax Toolkit

$7.00
$17.00
On Sale

DIY Mid-Year Check-in Toolkit for Self-Employed

$11.00
$21.00
On Sale

Due Diligence Compliance and Audit Preparedness Package

$129.00

Tax Preparer Client Onboarding & Intake System

$17.00

2025 Tax Essentials Client Handout Bundle - OBBBA Edition

$67.00

250+ Tax Prompts for Smarter Prep

$37.00

325 AI-Powered Prompts - OBBBA Edition

$37.00

The Ultimate Guide to Gaining Tax Clients and Boosting Your Revenue

$47.00

Guide to the One Big Beautiful Bill Act (OBBBA) 2025 - UPDATED

Free