Using Client Portals Messenger, you can:

• Exchange messages with your client.
• Export a transcript of your conversation with that client.

To message your client (taxpayer), follow these steps:

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 Messages tab.
5. Type in the Write your message here… box to send a new message.
   • You can also use the search box to locate a previous message.
   • You can export messages from this client (taxpayer), as needed.
   • A single message is limited to 1,000 characters, including spaces. You can send as many messages back and forth as needed.
   • It is possible to delete a message after it has been sent; however, it will display a “You delete a message” bubble in place of the deleted message.
   • You can edit sent messages.
   • Messages do not expire.

Related Links

• Professional Editions: Client Portals – Clients