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Client Xchange

A faster, more convenient and secure way to exchange documents with your clients.

If you are a single-preparer office, sign in to your 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.)

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TaxAct Professional Client Xchange

Fast Icon

Expedite the exchange of information with clients, allowing you to finish and file returns faster.

Secure

Upload and download sensitive information without worry. Data is encrypted and stored on TaxAct's secure servers.

Informational graphic highlighting client xchange process

Download the Client Xchange infographic to see how it works for you and your clients.

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$99.00
for tax year 2022

  • Unlimited preparers, unlimited clients

  • Unlimited storage

  • Just about any file type, including documents, spreadsheets, photos and PDFs

  • Custom URL with option to brand with your practice name and logo

  • 24/7 access so you and your clients can securely transfer files anytime, anywhere

  • Email notification

  • Access through October 31, 2023

Sign In to Purchase

To purchase

If you are a single-preparer office, sign in to your 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.)

User Guide

Learn how to help set up your secure Client Xchange website portal, invite clients and manage files. Includes easy instructions you can provide to your clients. Download User Guide (pdf)

Easy to use

Email clients an invitation from Client Xchange that contains a unique link to activate and access their account.

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. Additionally, you can opt to receive email notifications when clients upload files.

TaxAct Professional Client Xchange Screenshoot. Invite clients.

TaxAct Professional Client Xchange Screenshot Personalization

Personalization

You even have the option to personalized your site with your practice name and a logo (nothing will say "TaxAct")

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