Client Xchange

A more convenient, secure way to exchange tax documents with clients

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!

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$99.00 for tax year 2020

• Unlimited preparers, unlimited clients
• Unlimited storage
• Custom URL (if you want to add to your website)
• Just about any file type, including documents, spreadsheets, photos and PDFs
• Option to brand with your practice name and logo
• 24/7 access so you and your clients can securely upload and download files anytime, anywhere
• Email notification to receiving party when a file is uploaded
• Easily add and edit folders and files
• Access through October 31, 2021

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