You can now download files for all your clients at once by following the steps below:

1. Log into your TaxAct account using a web browser.
2. From the Practice Manager, click the Client Xchange tile.
3. In the Clients listing, check the box beside each client that you wish to download, or click Select All.
4. Then click Download files for __ selected client(s).
5. A zip file will be created. You can open this zip file to see each client’s files within a folder structure. Each client will have their own folder (named FirstName LastName). If a client had sub-folders in Client Xchange, those will be shown in the bulk zip file under the client’s named folder.

For more information about using Client Xchange, see the Client Xchange User Guide.

Error

If your clients have a large number of files, you may get an error that says:

“There was a problem preparing your download. The page was not displayed because the request entity is too large.”

To proceed, select a smaller group of clients and attempt the bulk download again.

Missing Clients

The bulk download feature is designed for Practice Owners as they have access to see and download files for all clients. If you don’t see a client listed, contact the Practice Owner for assistance.

Client Portals

If you have purchased Client Portals, use the following FAQs to set up portals and upload documents, as needed.

• Professional Editions: Client Portals – Uploading Documents
• Professional Editions: Client Portals – Clients

FAQ: 51921