Client Xchange Product Description

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 Forms W-2 Wage and Tax Statement 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:

  • 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
  • E-mail notification to receiving party when a file is uploaded
  • Easily add and edit folders and files
  • Access through October 31st of the filing year

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 the Client Xchange User Guide.