Continuing education and IRS practice tools, bundled with Pro.
Hub gives independent preparers the same depth of training and tooling that big firms charge $1,200–$2,500 a year for. Included with every TaxOwl Pro license.
Three programs in every Pro license
Most preparer-software vendors charge separately for training and practice tools. We don’t.
Continuing education
CE coursework aligned with IRS Annual Filing Season Program requirements and most state board credentialing programs.
- AFSP-aligned content covering federal updates and ethics
- State-specific tax updates for the current tax year
- Practice management workshops on engagement, pricing, scope
- New-preparer onboarding from PTIN setup forward
CE credits accepted by AFSP, NATP, and most state boards.
IRS practice tools
Workflows and templates built around the actual IRS systems your practice uses every day.
- e-Services pre-checks for EFIN status and PTIN renewal
- Transcript request templates (4506-T, 8821, 2848)
- Notice response framework with deadline tracking
- POA submission checklists and form library
Built around real IRS systems, not generic CRM workflows.
Practice management
Turn-key documents and tools vetted for PTIN-only practices.
- Engagement letter library for 1040, 1120-S, 1065, 1120, 1041, 990
- Client onboarding templates for email and SMS
- Billing rate calculator and tier-fit decision tool
- WISP template and Circular 230 compliance refresh
Documents vetted for PTIN-only practices.
One license. Software, training, and tools.
Most preparer-software vendors charge separately for continuing education. Drake Tax CE costs $400–$700 a year on top of the software license. Intuit Tax Academy and similar standalone programs run $800–$1,500 a year.
We bundle Hub with every TaxOwl Pro license because if you’re paying us for tax preparation software, you should already have access to the training that makes the software useful — not be charged separately for CE credits.
Every tool. One place.
Already a Pro customer, or ready to become one?
Hub access ships from your first license activation. Sign in with your existing Pro credentials, or apply for Pro to get started.
Sign in to access Hub
Your Pro license includes Hub access from day one. Sign in with your TaxOwl Pro credentials to reach Academy modules, IRS tool integrations, and the practice management library.
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Get Pro to access Hub
Hub is included with every TaxOwl Pro license. Pro is professional tax-preparation software for independent preparers — unlimited federal and state returns, bank products day one, no percentage cuts.
Hub questions
Five questions we hear from preparers evaluating Pro.
Do I need a separate login for Hub?
How much CE credit can I earn through Hub?
Can I access Hub without Pro?
What happens to Hub access if I don’t renew Pro?
Is Hub content updated for the current tax year?
Apply for Pro
Founding Member pricing closes at 50 licenses or November 30, 2026, whichever comes first. Hub access ships from your first license activation.
