TaxAct Professional Client Xchange enables you to exchange information with your clients from any device with Internet access.
Securely upload and download tax information you and your clients need to share, such as photos of Form W-2s and receipts, CSV files of stock transactions, PDFs of client organizers, final tax returns, etc. Give access to additional users you select, then e-mail invitations to clients. After clients activate their secure accounts, you can start exchanging information:
Add Client Xchange to your account by clicking the Client Xchange tile within your TaxAct account or by calling our Professional Sales team at 319-536-3571. For more information on the use of Client Xchange, see Client Xchange User Guide.