The Guest Exchange is a panel that appears on your Client Portals login page. Clients can use this panel to upload files to you or as an alternate way to download guest exchange files from you. Before using Guest Exchange, you must turn it on so it is accessible to you and your clients.

Outgoing Files

To upload a new file to a guest, follow these steps:

1. In TaxAct Pro, click the Portals tab.
   • Alternatively, log into My Account and click Client Portals.
2. Click Guest Exchange on the left.
3. Toggle To Guests.
4. Click Send Files.
5. In the New Exchange window, enter the following:
   • Recipient email address
     • To send files to multiple recipients, enter multiple email addresses separated by semicolons. The same files, message, and four-digit PIN are used for all recipients.
   • Recipient name
   • Create PIN — use the last four digits of the SSN/EIN or create a unique PIN.
   • Additional message, if needed
   • Select files to upload. Click Select and browse to the files. Multiple files can be uploaded at one time.
   • Toggle Expire, if needed. The expiration date defaults to the global Guest Exchange setting but can be changed to any future date.
   • Toggle Add Signature Fields to PDF, if needed.
6. Click Send, or click Next if adding signatures.
7. Once uploaded, the file appears in the To Guests section.
   • By default, outgoing files expire 30 days after upload. This can be changed to 2 days, 7 days, 14 days, 30 days, or 60 days.
   • To adjust the expiration date after upload, click the file in the To Guests list and select Edit Expiration.

After selecting a file, you can also click Delete or Resend Notification. Resend Notification sends another email letting the client know the files have been uploaded.

If the client cannot download the file through the email link, select the file to view details. You can provide the client with the download code so they can use the Guest Exchange panel on your Portal login page. Only the email address and download code are needed.

Incoming Files

To download an incoming file, follow these steps:

1. In TaxAct Pro, click the Portals tab.
   • Alternatively, log into My Account and click Client Portals.
2. Click Guest Exchange on the left.
3. Toggle From Guests.
4. On the right side of the file row, click the hamburger menu and select Details.
5. The window displays the uploaded files. To download a single file, click the hamburger menu under Actions and choose Download File. To download all files, click Download All.

If the file has not been downloaded, the Downloaded by column is blank. Once the file has been downloaded, the download date appears in that column.

Delete Files

To delete files, follow these steps:

1. In TaxAct Pro, click the Portals tab.
   • Alternatively, log into My Account and click Client Portals.
2. Click Guest Exchange on the left.
3. Toggle From Guests or To Guests, depending on where the file is located.
4. On the right side of the file row, click the hamburger menu and select Details.
5. Under Actions, choose Delete File. This option is only available in To Guests. You can also click Delete at the bottom left in the To or From windows.

Deletion Date

By default, the incoming file deletion date is set to Never. You can change this setting to 2 days, 7 days, 14 days, 30 days, or 60 days.

1. In TaxAct Pro, click the Portals tab.
   • Alternatively, log into My Account and click Client Portals.
2. Click Guest Exchange on the left.
3. Click the Settings tab.
4. Select the desired date from the Incoming Files drop list. Changes are saved automatically.