To upload documents to your clients (taxpayers), follow the steps below.

1. In TaxAct Pro, click the Portals tab.
   • Alternatively, log into My Account and click Client Portals.
2. Click the Clients tab.
3. Locate the client in the list and click once to open their Portal details.
   • Tip: You can use the Search bar or click a column header to sort.
4. Click the Client Files tab.
5. Select To Client.
6. Click Upload File on the right.
7. Browse for and select the files that you want to upload.

Related Links

• Professional Editions: Client Portals - Clients
• Professional Editions: Client Portals - Downloading Documents