Professional Editions: Client Portals – Uploading Documents
To upload documents to your clients (taxpayers), follow the steps below.
- In TaxAct Pro, click the Portals tab.
- Alternatively, log into My Account and click Client Portals.
- Click the Clients tab.
- 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.
- Click the Client Files tab.
- Select To Client.
- Click Upload File on the right.
- Browse for and select the files that you want to upload.