01
Getting StartedSetup Assistance
Get help preparing your tax-practice workflow and account for use.
GOTAXTOOLS Support
Practical Help Before, During, and After Tax Season.
Get assistance with setup, training, supported conversions, technical questions, and guided troubleshooting for your tax-practice workflow.
Customer Support
OnlineHow can we help?
01Account & SetupGuided onboarding
02Workflow HelpPractical assistance
03LearningTraining resources
Need hands-on help?Start with support, then use secure screen share when directed.
Support statusReady to help
How We Can Help
Support Designed Around Your Workflow
Choose the type of help you need and connect with the appropriate GOTAXTOOLS resource.
02
LearnSoftware Training
Build familiarity with available software workflows and resources.
03
Guided HelpScreen Share Support
Use remote visual assistance when directed by our support team.
Open Screen Share →04
TransitionConversion Assistance
Discuss supported prior-system conversion options and transition needs.
05
ResourcesKnowledge & Training
Use practical guidance for common professional tax-software workflows.
Explore Learning Resources →06
Direct AssistanceContact Support
Reach the GOTAXTOOLS team with supported account or workflow questions.
Contact Support →New to Professional Tax Preparation?
Start With the Right Foundation.
New preparers can get help understanding setup, onboarding, training resources, workflow basics, and available plan options.
Get New Preparer SupportSet Up
Understand the available workflow and what your office needs to begin.
Learn
Use training and guidance to become familiar with the software workflow.
Get Help
Know where to go when you need supported assistance.
Need Assistance?
Connect With GOTAXTOOLS Support.
Tell us what you need help with so our team can guide you to the appropriate support resource.