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Online Training Library — Updated for 2026 Tax Season

Master Your Tax Software. File with Confidence.

Step-by-step video training for TaxSlayer ProWeb and Desktop — built for real tax professionals. Available in English with Spanish subtitles. Taught by the APEX team who uses this software every day.

Start ProWeb Training
View Desktop Training

🎬  8+ VideosStep-by-Step Modules

🌐 EN / ESBilingual Subtitles

☁️ ProWeb + DesktopBoth Platforms Covered

🔓 Free AccessFor APEX Clients

Why Training Matters

The Difference Between a Good Season and a Great One

Tax software is only as powerful as the person using it. These training resources exist so you can unlock every feature from day one — not discover them mid-season.

⚡

Prepare Returns Faster

Preparers who complete structured training work noticeably faster — navigating menus confidently, entering data efficiently, and transmitting cleanly without back-and-forth troubleshooting.

 

🚫

Avoid Costly Mistakes

Misconfigured settings, missed bank product enrollment, incorrect fee setup — small errors compound fast during a busy season. Training prevents the mistakes that cost you time and clients.

 

💰

Maximize Every Revenue Feature

Bank product setup, fee configuration, refund advance enrollment, and client portal activation are all revenue-generating features. Training ensures you’re using every one of them properly from Season Day 1.

 

😊

Give Clients a Professional Experience

A preparer who knows the software projects confidence. Clients notice. The TaxesToGo app, customer portal, and e-signature features are polished — but only if you know how to offer them correctly.

 

👥

Train Your Entire Team

Share these training videos with every preparer in your office or network. Whether it’s your first hire or your tenth, consistent training means consistent quality across every return filed under your name.

 

🌐

Learn in Your Language

All training videos are available with Spanish subtitle support. Enable captions in your video player to access Spanish-language training — no separate track needed, just one toggle.

 
  • TaxSlayer ProWeb: New User Training

💡 To view videos with Spanish or other language subtitles, enable captions in your video player settings. You may need to repeat steps on each video.

Part 1: Office Configuration

Manage your entire operation with comprehensive setup. Customize ERO location details, control tax preparer and data entry access, set preparation fees, and streamline bank product enrollments.

Part 2: Working in a Return

Effortlessly enter all necessary details, including taxpayer and spouse information, dependents, income forms, and applicable credits.

Part 3: Taxes To Go App and Customer Portal

Collect tax documents through the Taxes To Go App, and provide clients with a secure way to review and sign returns via the customer portal.

  • TaxSlayer Desktop: New User Training

Part 1: Configurations

Manage your entire operation with comprehensive setup. Customize ERO location details, control access, set fees, and streamline enrollments.

Part 2: Working With Returns

Enter all necessary details including taxpayer information, dependents, income forms, and credits efficiently.

Part 3: Premium Features

Comprehensive business tax preparation for returns such as 1120, 1065, 990, and more.

Business Program Quick Start

Real-time updates, manage and transmit tax returns, track progress, and receive acknowledgments.

Pro Desktop vs ProWeb Comparison

 Compare the features of TaxSlayer Pro Desktop and ProWeb to determine which solution best aligns with your business. Whether you need the robust, premium power of the desktop version or the flexibility and convenience of a web-based platform, we provide a clear overview to help you make an informed decision. 

📺 Spanish Subtitles Available on All Videos

To view with Spanish (or other language) subtitles, enable captions in your video player settings. You may need to activate captions on each individual video.

🇺🇸 🤝 🇲🇽

Your Training Journey

Where Are You in Your Tax Career?

Beginner

Brand-New Preparer

Start with ProWeb Part 1 (Office Configuration) and Part 2 (Working in a Return). These two modules get you filing-ready.

Intermediate

Experienced, New to TaxSlayer

Watch the Desktop vs. ProWeb comparison first, then jump into the Part 1 Configuration module for your chosen platform.

 

Advanced

Multi-Office / Team Manager

Focus on Roles & Permissions, the admin dashboard, and the Business Program module. Contact APEX for a 1-on-1 admin training session.

 

Expert

Sub Service Bureau Partner

Complete all modules for both platforms. Attend APEX’s live SSB onboarding training. Access the full admin configuration walkthrough.

Complete Topic Directory

Everything Covered Across All Training Modules

Use this as a quick reference — find any topic you need and know exactly which module covers it.

 

⚙️

Office & ERO Setup

Configure your business name, address, EFIN, and ERO details for both ProWeb and Desktop.

 

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Fee Configuration

Set preparation fees, e-file fees, technology fees, and bank product markups to maximize your per-return revenue.

 

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Bank Product Enrollment

Apply to banking partners, configure bank settings, and get your office ready to offer RALs and Refund Transfers.

👥

User Roles & Permissions

Create preparer accounts, assign roles, and configure nearly 60 permission settings per role in ProWeb.

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New Client & Return Creation

Start a return from scratch — taxpayer info, filing status, SSN verification, and personal details.

 

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Income Form Entry

W-2, 1099-MISC, 1099-NEC, 1099-INT, 1099-DIV, Schedule C, E, F, and more.

 

👨‍👩‍👧

Dependents & Credits

EITC, Child Tax Credit, Child & Dependent Care, Education Credits, and correct dependent coding.

 

📉

Depreciation Module

Enter client assets, select the correct depreciation method, and auto-transfer to the correct return line.

 

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Error Check & Transmission

Run IRS error checks, mark returns complete, transmit, and monitor acknowledgement status.

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TaxesToGo Mobile App

Client setup, document submission, in-app chat, and remote signature collection via the app.

 

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Customer Portal & E-Signatures

Create client portals, send returns for remote review, and collect legally valid e-signatures on all required forms.

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PaperCut Document Management

Scan and store client documents (Desktop Premium) — W-2s, IDs, notes — alongside each return digitally.

✍️

Signature Pad Setup

Configure and use a compatible signature pad — auto-populating all federal, state, and bank product authorization forms.

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Twilio SMS Integration

Set up Twilio and text clients directly from within the software without leaving the program.

 

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Business Returns (1120, 1065, 1041, 990)

Prepare corporate, partnership, trust, nonprofit, estate, and gift tax returns — Desktop Premium only.

 

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Prior-Year Data Import

Import prior-year returns from other providers in PDF format and roll existing client data forward automatically.

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Reporting & Acknowledgements

Access transmission reports, e-file acknowledgements, bank product status, and return acceptance records.

🔌

Extensions (Form 4868 & 7004)

Create and electronically file individual and business tax extensions correctly from within both platforms.

Personalized Training Options

Go Beyond the Videos — Live Training with APEX

The video library is always available, but sometimes you need a real person walking you through your specific setup. APEX offers personalized training sessions for every level.

🚀

1-on-1 Setup & Onboarding

Included with every ProWeb and Desktop purchase through APEX

  • Personal walkthrough of office configuration
  • Bank product enrollment and setup assistance
  • Fee structure configuration and review
  • First return walkthrough — hands-on guidance
  • Available in English and Spanish
  • Scheduled at your convenience before season start
Schedule Your Setup Call

🎓

Advanced Software Training

For experienced users ready to unlock every feature

  • Advanced bank product configuration and troubleshooting
  • Custom fee structure optimization
  • Business return workflow (Desktop Premium)
  • PaperCut, signature pads, and Twilio setup
  • Multi-preparer team configuration and roles
  • Reporting and client portal deep dive
Contact APEX to Enroll

🏢

Sub Service Bureau Admin Training

For SSB partners managing their own preparer networks

  • Full admin dashboard configuration and overview
  • Network-wide user and role management
  • White-label branding setup and customization
  • Bank product enrollment for your entire network
  • Training your own preparers using APEX's resources
  • Strategies for recruiting and onboarding new preparers
Apply for SSB Training

Skills You’ll Walk Away With

After Completing APEX Training, You Can:

These are the practical skills our training is designed to build — not just familiarity with menus, but real operational confidence.

🖥️ Software Skills

  • Configure your office from scratch — fees, users, ERO details, bank products
  • Prepare and e-file any individual 1040 return accurately and efficiently
  • Enter all income types, credits, and deduction schedules without confusion
  • Use the depreciation module to handle asset entries properly
  • Transmit returns, monitor acknowledgements, and handle rejections
  • Pull prior-year client data and import returns from other software
  • Prepare all business entity returns (Desktop Premium users)
  • Run IRS error checks and fix issues before transmission

💼 Business & Client Skills

  • Offer bank products (RALs, Refund Transfers) correctly and profitably
  • Use TaxesToGo and the Customer Portal for fully remote client intake
  • Collect legally valid e-signatures without printing a single sheet of paper
  • Set up and manage a multi-user office with proper role permissions
  • Use PaperCut to go paperless and manage client documents digitally
  • Send client updates and requests via Twilio SMS without leaving the software
  • Train new staff members using a repeatable onboarding process
  • Run reports to track return volume, bank product status, and preparer performance

Training FAQs

Common Questions About APEX Training

Everything you need to know before diving in.

 
Yes. The video training library — covering all ProWeb and Desktop modules — is available to all APEX software clients as part of your software purchase. The 1-on-1 setup and onboarding session is also included. Advanced and specialized training sessions (such as Sub Service Bureau admin training) may be available as a separate offering — contact APEX for details.
 
To view training videos with Spanish subtitles, enable captions (CC) in your video player settings. On most video players, this is the “CC” or speech bubble icon in the bottom-right corner of the player. Once enabled, select Spanish as the subtitle language. Note that you may need to enable captions individually on each video — the setting does not carry over automatically between sessions.
 
Watch the training for the platform you purchased. If you purchased ProWeb, start with the three ProWeb modules. If you purchased Desktop Premium, start with the Desktop modules. We also recommend watching the “Pro Desktop vs. ProWeb Comparison” module regardless of which platform you use — it provides helpful context and is especially useful if you manage preparers on both platforms as part of a Sub Service Bureau operation.
 
Yes — and we strongly encourage it. These training videos are designed to be shared with every preparer in your office or network. Consistent training across your team means consistent quality on every return filed under your name. If you are a Sub Service Bureau partner, you can share the training library with the preparers in your network as part of your onboarding process.
 
APEX’s bilingual (English and Spanish) support team is available during business hours — Monday through Friday, 9 AM to 5 PM — to answer software questions, walk you through specific scenarios, and provide guidance beyond what the videos cover. Call (945) 319-8633 or email info@apxtax.com. TaxSlayer Pro also maintains a comprehensive online support knowledgebase with hundreds of specific how-to articles.
 
We recommend completing the configuration module (Part 1) as soon as you receive your login credentials — ideally before your season begins and before your first client appointment. The remaining modules can be watched progressively as you encounter each scenario. For bank product setup specifically, complete that section as early as possible, as bank enrollment can take time to process and you want to be approved before filing season starts.
 
Yes. APEX reviews and updates training content before each tax season to reflect any software changes, new features, updated IRS requirements, and bank product changes for the current year. Always check the training page at the start of each season to ensure you’re watching the most current version of each module.
 
Yes. Bank product setup and enrollment is covered in Part 1 of both the ProWeb and Desktop training series. This includes applying to banking partners, configuring your software to offer bank products, and setting up the bank product workflow for clients. For detailed bank product strategy and fee optimization, contact APEX to schedule a dedicated bank product training session with our team.
 

Ready to Get Started?

Access the training library, schedule your 1-on-1 setup session, or contact APEX’s bilingual support team — we’re here to make sure you’re filing-ready before the season begins.

 
Start Training Now
Email info@apxtax.com
Call (945) 319-8633
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