Client Xchange will be retired on October 31, 2026, and will no longer be accessible after that date.

To prepare for this transition, please:

• Complete work: Finish all active engagements in Client Xchange by October 31, 2026.
• Download files: Save any documents you want to keep. Bulk download instructions will be provided later.
• Notify clients: Inform clients about upcoming changes to document sharing.

A new client portal will be available for trial and purchase this summer. More details and transition resources will be shared as they become available.

To access your existing Client Xchange, sign in to your TaxAct account online, then click Client Xchange.

If you have questions, call our Professional Sales team at (319) 536-3571.

For more information on the use of Client Xchange, see the Client Xchange User Guide.