In the digital age, being able to securely, conveniently and quickly exchange information with your clients is important. TaxAct Professional Client Xchange enables you and your clients to do so from any device with internet access!
Easily upload and download all the tax information you and your clients need to share in seconds – from photos of Form W-2s and receipts, to CSV files of stock transactions and PDFs of client organizers and final tax returns. Set up your website, give access to additional users you select, then email invitations to clients. After clients activate their secure accounts, you can start exchanging information immediately!
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.)
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
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