When you purchase Client Portals for TaxAct Pro, you will have access to a new tab within your desktop program. This tab is visible to the Firm owner once your purchase is complete (you may need to log out and log back into the desktop program to see the new tab).
To add Portals access for other preparers, the Firm owner (or another preparer with sufficient permissions) will need to go to Preparer > Master Information > Preparers. Under Portals Status, click the Active button and it will show them the Portals tab the next time they log in.
See Professional Editions - Setting Permissions for Preparers Invited to Your Practice for more information about preparer settings.
See the FAQ Professional Editions: Client Portals - Clients for details on using the Clients tab.
This tab is used to configure files that appear in public and private folders inside Client Portals.
You can Add Folders in both the Public and Private sections. Click Upload File to add files from your computer.
See the FAQ Professional Editions: Client Portals - Guest Exchange (Firm/Preparer) for details on using Guest Exchange.
Use the Reports tab to view and manage reports. You can run and export reports for Files, Questionnaires, Signatures, and Payments.
Each report has a variety of file actions that can be viewed to stay up to date on what's happening within your Client Portals. Filtering and display options vary depending on the selected report.
Use the Firm Management tab to delete groups of files or change the expiration date for files that have already been uploaded.
To access account settings for Client Portals from within the TaxAct Pro desktop application, click the Portals tab and select Account Settings on the left. Alternatively, click the profile icon at the top right and choose Account Settings.
You can also log into My Account, click Client Portals, and then select Account Settings.
The Account tab shows your basic Client Portals account details, including your available storage space.
You can enter your firm's name and select a logo to be displayed on the taxpayer-facing client portal website. The logo can be a maximum of 100 KB and has a recommended size of 290 × 75 pixels.
Scroll down and click Advanced Settings to choose display options and logo positioning.
Display options include:
Logo positions include:
Toggle the options Receive emails when client uploads file(s) and Receive emails when client downloads file(s), and enter a default notification email address.
Under Advanced Settings, toggle the options Receive email only the first time a file is downloaded and Allow client to select a preparer on file upload.
Under Send email notifications for Messages, choose either Immediately or Once a day.
Click Advanced Settings to configure email options. You can enable Use logo on emails, customize the “sent from” email address clients see, and select an activation-link expiration period:
Click Advanced Settings and scroll to the File Expiration section to choose when Client Files, Public Files, or Private Files expire.
This setting only affects the expiration for future file uploads. Existing file expiration values must be modified from the Firm Management tab.
Toggle the option to allow clients to create or edit folders. You can also configure low-storage warning emails when remaining storage falls below a specified threshold.
Select your time zone.
On the Email tab, you can add custom information to emails sent to your clients (taxpayers).
Enable or disable which features your clients (taxpayers) will see in their Client Portals.