With your TaxAct Professional software, you may back up client returns and preparer information by following the steps below.
Note. It's a good idea to back up preparer information any time you make changes to it and to keep a backup in the Client Data folder of the default install location of the computer. It's also a good idea to keep another backup somewhere other than the same computer, on external media or another computer. For that, we also offer another option below.
The Online Backup feature is an Enterprise Edition feature. You may upgrade to the Enterprise edition of the program by contacting our professional support team at 319-731-2682. The Online Backup feature is not available when using the Enterprise online option ("cloud"), as your returns are saved directly to TaxAct secure servers.