OLTPRO Software Accelerator

OLTPRO Software Accelerator

From Login to E-File

Don't wait until tax season to learn your software while working on a paying client's return.

The TaxSensePro OLTPRO Software Accelerator is a 3-week, hands-on training experience designed to help tax professionals confidently navigate OLTPRO and develop an efficient return-preparation workflow.

This isn't just a software demonstration. Across 6 live sessions and 12 hours of instruction, you'll work inside OLTPRO using realistic tax scenarios, practice returns and supporting documentation.

You'll learn how to:

• Navigate OLTPRO from setup through return preparation
• Prepare and review individual tax returns
• Work with income, credits, Schedule C and common tax scenarios
• Strengthen due diligence and documentation practices
• Set up and process bank products, refund transfers, advances and preparer fees
• Run diagnostics, identify errors and troubleshoot returns
• Manage signatures, e-file, acknowledgments and rejects
• Develop an efficient workflow from client intake through post-filing

Your Enrollment Includes

📘 OLTPRO Student Workbook
📂 Practice Client Files + Supporting Documentation
📝 Editable Due Diligence Templates & Worksheets
⚙️ Tax Preparation & Office Workflows
✅ Preparation & Review Checklists
🧾 Guided, Challenge & Capstone Practice Returns
🎥 Session Recordings
💻 Live Q&A & Cohort Support