Get familiar with OLT Pro before tax season gets busy.

The OLT Pro Software Training Guide is a digital and printable resource designed to help tax professionals learn how to navigate OLT Pro and complete common tasks within the software.

Using step-by-step instructions and software screenshots, this guide walks you through key parts of the return preparation process so you can spend less time trying to figure out where to click and more time becoming comfortable with the software.

Whether you're new to OLT Pro, transitioning from another tax software, or simply need a reference guide you can keep nearby during tax season, this resource gives you visual guidance you can revisit whenever you need it.

What’s Covered

Inside the OLT Pro Software Training Guide, you'll learn how to:

Log in to your OLT Pro office
Complete login authentication and verification
Navigate the OLT Pro dashboard
Add clients and begin a new return
Enter taxpayer information
Navigate through the return preparation process
Locate and complete commonly used areas of the software
Work through key steps involved in preparing a return

The guide uses screenshots throughout to provide visual, step-by-step guidance inside the OLT Pro environment.

Who Is This For?

This guide is ideal for:

New tax preparers learning OLT Pro
Preparers transitioning from another tax software
Tax professionals who want additional software practice
EROs looking for an additional training resource for their preparers
Tax office owners onboarding new team members
Visual learners who prefer screenshots and step-by-step instructions
Preparers who want a quick reference resource during tax season

What You’ll Receive

Your purchase includes:

OLT Pro Software Training Guide
Digital PDF format
Printable format for easy reference
Step-by-step software instructions
Visual examples and screenshots
A resource you can revisit throughout software training and tax season

Important Information

This is a digital and printable product. No physical product will be shipped.

Software platforms, screens, features, tax-year information, and functionality may change over time. This guide is intended as a supplemental training and reference resource and should not replace current instructions, updates, or guidance provided directly by the software provider.

This product is for the purchaser's individual use only and may not be copied, reproduced, resold, redistributed, uploaded, shared, or provided to other individuals or tax offices.

Due to the digital nature of this product and immediate access to the downloadable materials, all digital product sales are final and non-refundable. No refunds, returns, exchanges, or cancellations will be provided after purchase.