TaxAct Professional Client Xchange User Guide

TaxAct Professional Client Xchange | Purchase and User Guide

TaxAct Client Xchange is a faster, more convenient and secure way to exchange documents with your clients. Purchase now and seamlessly share your tax ...

TaxAct Professional Client Xchange User Guide. For tax year 2023. V 1.0. Thank you for purchasing Client Xchange, a convenient and secure website portal that.

TaxAct Professional Client Xchange is Here

User Guide. Learn how to help set up your secure Client Xchange web portal, invite clients and manage files. Includes easy instructions you can ...

Client Xchange Product Description - TaxAct

TaxAct Professional Client Xchange enables you to exchange ... For more information on the use of Client Xchange, see the Client Xchange User Guide.

Resources for Getting Started with TaxAct Professional Software

Download the User Guide to learn how to help set up your secure Client Xchange website portal, invite clients and manage files. Includes easy instructions you ...

New Client Manager Features & Tutorial | Video Guide - TaxAct

New client manager features have been introduced in TaxAct Professional. Here's a tutorial that offers guidance on optimizing TaxAct's new client manager ...

Setup Guide

Please refer to the minimum and recommended system requirements for TaxAct Professional below. For the best performance, especially for users with large client ...

TaxAct Professional Software General Training Guide

... Client Xchange Portal. E-filing. E-file Pricing Plans Apply/Verify Your EFIN Integrated eSignature. Resources. Savings Calculator FastTrack Onboarding Getting ...

Guides & Information to use TaxAct Professional for Tax Year 2024

... Client Xchange Portal. E-filing. E-file Pricing Plans Apply/Verify Your EFIN Integrated eSignature. Resources. Savings Calculator FastTrack Onboarding Getting ...

How to Download and Install TaxAct Professional Software

... Client Xchange Portal. E-filing. E-file Pricing Plans Apply/Verify Your EFIN ... Here's a step-by-step tutorial on how to do that. TaxAct Professional.

TaxAct Professional Support | Helpful Guides for Tax Preparers

Pay-Per-Return State Taxes Bundles Low Volume Bundles Bank Products Previous Year Editions Workflow Add-ons Client Xchange Portal ... PDF icon Setup & ...

TaxAct Professional | Time-Saving Tips for Using the Software

... Client Manager, and more ... TaxAct Pro Setup Guide. TaxAct Professional•146 views · 10:45 · Go to ...

Instruction Letter for Pro Client - Mail or E-File - TaxAct

Print Client Instruction Letter while e-filing: From within your TaxAct Professional Edition program, on the Client Manager screen, Double-click your client ...

Setting up Master Billing Info | TaxAct Professional

... Client Xchange Portal. E-filing. E-file Pricing Plans Apply/Verify Your EFIN ... Customer Support Sales Team · Sales: 866-498-7184 · Shoping Cart 0. My ...

Downloading and Saving Files from Client Xchange - TaxAct

Choose a state to download TaxAct 2021 Professional 1120 State Edition customized for any state ... Instructions for your clients: After signing into Client ...

Customize Your Info & Preferences - TaxAct

... Client Xchange Portal. E-filing. E-file Pricing Plans Apply/Verify Your EFIN ... After the initial setup of the TaxAct Professional software, you may ...

Helpful Tax Topics - TaxAct Professional

How can we help? search ... Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065 · Preparer - Instruction Letter for Pro Client - Mail or E-File ...

Adding Preparers to Your Practice's Account | TaxAct Professional

... Client Xchange Portal. E-filing. E-file Pricing Plans Apply/Verify Your EFIN ... Customer Support Sales Team · Sales: 866-498-7184 · Shoping Cart 0. My ...

Preparer - Client Manager - Edit Client Information - TaxAct

To edit client information: From within your TaxAct Professional Edition program, click Clients in the options bar (if you are in a return), ...

Guide to Export Clients from TaxAct into Taxdome

Watch this video tutorial that provides step-by-step instructions on how to export your clients from TaxAct to TaxDome successfully ... Client Xchange Portal. E- ...