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The Free Vault

The Free Vault is the best place to start if you’re new to the Digital Vault.

Inside, you’ll find complimentary guides, checklists, and educational resources designed to help you understand taxes, explore learning paths, and decide what’s right for you — without commitment.

Whether you’re a taxpayer, exploring tax preparation, or already working in the field, these free resources will help you get oriented and move forward confidently.



Start here if you’re unsure where to begin.

New Tax Pro Launch Checklist

Free

Free Workflow Starter Checklist

Free

PTIN & EFIN Compliance Starter Checklist

Free

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

Free

Important Note:

Free resources are provided for educational and informational purposes only.