Not sure where to start? You’re in the right place.

The Taxit Digital Vault is designed for different experience levels and goals.

This page will help you quickly find the right starting point — whether you’re learning about taxes, exploring tax preparation as a career, or already working in the field.

Choose the path that best fits where you are right now.

Start with the Free Vault

New here? Begin with free tools and training.

The Free Vault includes complimentary guides, checklists, and mini-trainings for:

Taxpayers
Aspiring tax preparers
Tax professionals

It’s the easiest way to explore the Vault, understand our approach, and decide what you need next — with no commitment.

👉 Explore the Free Vault

For Taxpayers

If you want to understand your taxes, not just file them.

This path is for you if:

You file your own return
You want to understand Form 1040
IRS letters confuse or stress you out
You want year-round tax awareness

Inside this path, you’ll find:

Understanding Your 1040
IRS letter education
DIY tax literacy courses
Year-round tax awareness tools

👉 Start as a Taxpayer

For Aspiring Tax Preparers

If you’re exploring tax preparation as a skill or career.

This path is for you if:

You’re new to tax prep
You’re considering becoming a tax preparer
You want to learn before applying for a PTIN
You want structured, beginner-friendly training

Inside this path, you’ll find:

Understanding Taxes (foundations course)

👉 Start as an Aspiring Tax Preparer

For Tax Professionals

If you already prepare returns and want to sharpen your skills.

This path is for you if:

You’re a PTIN holder or active preparer
You want better systems and workflows
You’re focused on compliance and accuracy
You want hands-on practice without client risk

Inside this path, you’ll find:

Beginner & advanced tax prep courses
Practice labs & mock returns
Compliance & due diligence resources
WISP & data security tools
Templates, SOPs, and toolkits

👉 Start as a Tax Professional

Financial Wellness & Planning

Education & DIY tools for your financial life beyond taxes.

This path is for you if:

You want to improve or rebuild your credit
You’re organizing finances for yourself or family members
You’re preparing for estate or caregiver responsibilities
You want a more holistic approach to money management

Inside this section, you’ll find:

DIY credit repair & credit education
Estate planning readiness kits (education only)
Caregiver & elder financial planning tools
Financial organization & planning workbooks

👉 Explore Financial Wellness & Planning

Optional Support & Community

Want extra guidance, tips, and real-world insight as you get started?

Join Launch Your Virtual Tax Office™ by Taxit, our free Facebook community for aspiring tax professionals and PTIN holders.

Inside the community, we share:

Practical startup tips
Free tools and checklists
Answers to common questions
Updates on new Vault resources

Optional. Educational. Supportive.

👉 Join the Community

Still not sure where to start? Begin with the Free Vault — it’s designed to guide you to the right next step.

👉 Explore the Free Vault

Disclaimer

All resources inside the Taxit Digital Vault are educational and training-based. We do not prepare or file tax returns through this platform, and completion of any course does not guarantee employment or certification.