Tax & Financial Services™
Tax Software Systems Training™
A professional training program covering the major tax software platforms used in professional tax preparation practices — including Drake Tax, TaxSlayer Pro, and Intuit ProConnect — with instruction in IRS e-file compliance and Security Summit standards.
30-Day Enrollment Guarantee
Full refund within 30 days if you have not accessed more than 20% of program materials.
Institutional Standards
Curriculum aligned with federal and state professional requirements.
Permanent Credential Record
Your certification is permanently verifiable at secureserve-academy.madethis.app/credentials/verify.
Program Overview
The Tax Software Systems Training™ program provides structured instruction in the professional tax software platforms most widely used in the tax preparation industry. The curriculum covers platform navigation, return preparation workflows, diagnostic review processes, and IRS e-file transmission procedures.
All professional tax preparers who e-file returns are subject to IRS Electronic Filing Identification Number (EFIN) requirements and Security Summit data safeguard standards. This program addresses those compliance obligations as integrated components of software operation.
Tax software proficiency is a core operational competency for professional preparers. This training program is designed for new preparers establishing their technology infrastructure and experienced preparers expanding their platform proficiency.
What You'll Master
Curriculum Overview
Full curriculum available upon enrollment.
Certification Exam Standards
Examination standards are reviewed periodically to reflect current professional requirements.
What's Included
Professional Outcomes
Qualified to operate Drake Tax, TaxSlayer Pro, and Intuit ProConnect platforms professionally
Equipped to prepare and transmit individual and business returns via IRS e-file
Prepared to meet IRS EFIN registration and maintenance requirements
Qualified to comply with IRS Security Summit data safeguard standards
Equipped to operate client portal and secure document delivery systems
Prepared to evaluate and select appropriate software for a professional tax practice
Credentials issued by SecureServe Academy™ Professional Certification Institute™ are permanently recorded and publicly verifiable.
Certification ProgramAll programs require a minimum passing score of 80% on the final certification assessment — rigorous, criterion-referenced standards that reflect real professional requirements.
Every issued credential is permanently registered and verifiable by employers, clients, or regulatory bodies at any time.
Verify a credential →Certification Notice: This program is an educational training certification. It does not constitute a professional license. State licensing requirements vary and are the student's independent responsibility to research and satisfy. See our Certification Disclaimer for full details →
Tax & Financial Services™
Tax Software Systems Training™
$297
One-time payment. Lifetime access. No subscription required.
Enroll in Tax Software Systems Training™30-Day Enrollment Guarantee
Full refund within 30 days if you have not accessed more than 20% of program materials.
Institutional Standards
Curriculum aligned with federal and state professional requirements.
Permanent Credential Record
Your certification is permanently verifiable at secureserve-academy.madethis.app/credentials/verify.
Secure enrollment. Certificate issued upon successful program completion and passing assessment. View refund policy →
Questions? Email team@secureserveacademy.com