In order to share software downloads, unlimited or prepaid e-filing, reporting, or services (such as Client Xchange), the Practice Owner must send each additional preparer an email invitation from the Practice Owner's account (the account under which the program was purchased). The email will include a unique link the preparer must click in order to create or link his or her own TaxAct account to the Practice ID.
Note. Each user must have their own username/password that should not be shared with anyone else.
Note. For security purposes, your Practice ID is not included in the invitation email, so the Practice Owner will need to provide the Practice ID separately to each invited preparer. The Practice ID is located in the upper right corner when logged into your TaxAct account online.
To invite a preparer: