A Faster, More Convenient and Secure Way to Exchange Documents with Your Clients – TaxAct Professional Client Xchange
Time, convenience and security. We'd like more on a daily basis, but ESPECIALLY during tax season. More is now within immediate reach for you and your clients with TaxAct Professional's new solution, Client Xchange.
Now available, Client Xchange is a secure portal website that enables you and your clients to easily and safely exchange tax documents. Your website can be personalized with your practice name and a logo (nothing will say "TaxAct") and you set up clients' filing cabinets with a standard set of folders.
Now you and your clients can upload and download sensitive information without worry of how it's saved or who might have access. Data is encrypted and stored on TaxAct's secure servers.
You'll access Client Xchange by signing in to your secure TaxAct Account. You'll email clients an invitation from Client Xchange that contains a unique link to activate and access their account.
Your clients will enjoy the convenience of delivering encrypted W-2s, 1099s, statements, spreadsheets and photos of receipts to you from the comfort of home on a PC, tablet, or smartphone. They will appreciate the drive time and gas they save.
Clients will also appreciate how easy your website is to navigate and how fast it is to upload any type of file and download forms you need them to review or sign. (And hopefully you'll also receive the signed forms sooner!) They'll receive an email notification whenever you upload a file.
You'll gain new workflow efficiencies and time savings. Client Xchange will expedite the exchange of information with clients, allowing you to finish and file returns faster. Additionally, you can opt to receive email notifications when a client uploads a file.
Upload client organizers, forms for signature, instruction letters, invoices and final versions of tax returns – making paper and postage optional.
If your practice is going green or if you usually scan paper files, now all you have to do is save clients' files to a local drive or in TaxAct Enterprise Edition's Document Manager.
If your clients upload PDFs of last year's tax return or a CSV file of stock transactions, remember you can import them directly into TaxAct Preparer's Editions.
If you are an Enterprise Edition customer who networks online (your data is saved on TaxAct's secure servers), you will enjoy an additional convenience. TaxAct will automatically import your Client Manager list into Client Xchange so you can invite clients in just a couple of mouse clicks.
The annual fee for TaxAct Professional Client Xchange includes unlimited storage and an unlimited number of preparers and clients. Learn more about pricing and access dates here.
If you are a single-preparer office, sign in to your TaxAct Account and click on the Client Xchange tile to purchase. Otherwise, talk to your practice owner today about purchasing Client Xchange. (In order for all preparers in a practice to have access to Client Xchange, it must be purchased by your practice owner.)
About Lisa Rhatigan
Lisa is Vice President of Business-to-Business Marketing at TaxAct. Prior to joining TaxAct, Lisa was a principal in a business development consulting firm that helped CPA firms and other professional service firms grow their businesses.