FAQs

How to Access Archived CPE Certificates for Seminars/Webinars

  1. Log in to Taxspeaker.com
  2. Click Profile
  3. Scroll down to "Your Content"
  4. Click Missing content? Click here to view our old site!
  5. You will be redirected to the old website
  6. You must login again
  7. Click on Member home (under your name in the top right corner)
  8. You will see events listed mid page. Under each event you will see CPE certs for any classes attended

How to Access Archived On Demand Videos/Ebooks/Exam Certificates

  1. Log in to Taxspeaker.com
  2. Click Profile
  3. Scroll down to "Your Content"
  4. Click Missing content? Click here to view our old site!
  5. You will be redirected to the old website
  6. You must login again
  7. Click on Member home (under your name in the top right corner)
  8. You will see a gray box mid page and to the left that says My Events, My Orders, My Exmas, Etc
  9. Click on the appropriate tab for the content you are looking for

How to Access Exams

  1. Log in to Taxspeaker.com
  2. Click Profile
  3. Scroll down to "Your Content"
  4. Click "Exams"
  5. Under the exam you would like to take, click "Attempt Now"

How to Access Receipts

  1. Log in to Taxspeaker.com
  2. Click Profile
  3. Scroll down to "Your Content"
  4. Click "Receipts"
  5. Under receipts you will see amount, date, and link. Click "Link" to pull up the full receipt

How to Transfer Events

  1. Log in to Taxspeaker.com
  2. Click Profile
  3. Scroll down to "Your Content"
  4. Click "Events"
  5. Under events you will see name, date, link, transfer. Click on "Transfer Event." You will then put the person's memorable ID in that you would like to transfer this course to. They must already have an account set up on Taxspeaker.com for the transfer to work properly

How to Purchase Extra Exam Credit

  1. Log in to Taxspeaker.com
  2. Click Profile
  3. Scroll down to "Your Content"
  4. Click "Exams"
  5. Under exams you will see name, attempt notes, and additional notes. Click on "Purchase Exam Credits." It will then add that exam to your cart. Go to complete checkout
  6. You will then go back to exams. Now, under that exam you will see "Transfer." You will then put the person's email in that you would like to transfer this course to. They must already have an account set up on TaxSpeaker.com for the transfer to work properly

How to View a Product

  1. Log in to Taxspeaker.com
  2. Click Profile
  3. Scroll down to "Your Content"
  4. Click "Products"
  5. You will see name, category, link, and transfer product
  6. Click on "View Product"
  7. In the next screen you will see a message that says you have already purchased this product. Any files included in your purchase will be displayed below that
  8. You will need to click the file name to view your book

How to Access Transfer Info

  1. Log in to Taxspeaker.com
  2. Click Profile
  3. Scroll down to "Your Content"
  4. Click "Transfers"
  5. Under transfers you will see transferred to, item, date, and link. Click "Link" to pull up info on a transferred product

How to Access Certificates

  1. Log in to Taxspeaker.com
  2. Click Profile
  3. Scroll down to "Your Content"
  4. Click "Certificates"
  5. Under certificates you will see course name, date taken, and link
  6. Click on "View Certificate" for the course certificate you would like to view

How to Access an Ebook after a Seminar

  1. Log in to Taxspeaker.com
  2. Click "Redeem Code" button at the top of the home page
  3. Enter the code you were given at the seminar in the box under the "Redeem a code now" heading
  4. This will take you straight to the event page, showing the associated downloads

Instructions to Log on to a Webinar

Test your connection!

  1. Log in to Taxspeaker.com
  2. Click Profile
  3. Scroll down to "Your Content"
  4. Click on the "Events" tab
  5. Once you find the event you are registered for, click on "View Event"
  6. You will then see a box that says You have already purchased this event. Right under, you will click on "Watch Stream"
  7. TaxSpeaker will then redirect you to the GoToWebinar site. Once you are there you will see the name of your class, date, and time. You are REQUIRED to enter your first/last name and email address.
  8. Click "Register"
  9. Under "Add to Calendar", you will click join the webinar
  10. It will try to open GotoWebinar, allow it to open if you have it installed. If not, you will have to do a one-time install before continuing
  11. Click on "Open GoTo Opener"
  12. A small box will open that you can test your sound and shows the microphone muted. You may also use a phone to call in for the audio if you wish. Then click "Continue"
  13. You will not have video nor audio until your webinar start time

How to Access Any Content Included with Your Webinar

  1. Log in to Taxspeaker.com
  2. Click Profile
  3. Scroll down to "Your Content"
  4. Click "Events"
  5. You will see name, date, webinar, and View Event
  6. Click on "View Event"
  7. You will see a green box that says "You have already purchased this event." Any materials associated with this course will be listed directly below that
  8. Click each one to view book/slides

Talking with TaxSpeaker

Hi, throughout the year our office and Bobs email will receive hundreds of questions (400-700/month) from you, our customers, pertaining to various tax scenarios inquiring for help. Typically, Bob can only answer a very small percentage, if any, of them since he is traveling and speaking so often.

To make up for the extra time he spends working, and for occasional use of our other speakers’ expertise, last year we started a program called Talking with TaxSpeaker, it is a Q&A service. This service is not free like our newsletter. Though, for only $20 a month, you’ll receive bi-weekly videos of 15-20 minutes of Bob, or one of our speakers, answering the questions you send in. There is no long-term commitment, but we do offer a discount of $40 for those who sign up for a year in advance ($200 for 12 months). Feel free to email your questions to info@taxspeaker.com using the subject line to identify which topic your question pertains to (i.e. Social Security as a subject line, for ease of sorting by our office). The topics and questions discussed in the subscription series will be based on topic and volume of questions. Interested? If so, you can sign up at https://taxspeakerquestionspro.vhx.tv/.

To watch the first video in the series (for free), click here: https://taxspeakerquestionspro.vhx.tv/videos/tax-cuts-questions-video-no-1.