Professional Editions – Password-Protect Client Returns
TaxAct offers several methods for you to keep your client returns safe and secure, including:
- Password protection
- Full backup and restore features
You will be required to sign in each time you open the software and after 30 minutes of inactivity on your PC, or every 24 hours (whichever comes first).
The IRS Security Summit’s requirements apply to all professional tax products across the industry, including TaxAct Professional’s solutions. For more information, view our FAQ on TaxAct Professional, IRS and State Agencies Expand ID Theft Safeguards.
Password-Protect Client Returns
In the Client Manager, double click to open return.
- In the main menu, click File > Passcode > Add.
- Enter a passcode in the fields provided, then click OK.
- Reminder: Document all of your passcodes in a safe location.
- If you choose not to add a passcode to the return, click Cancel to exit.
NOTE: Make sure to document all passwords for future reference.
Use the Preparer’s Permission menu to limit which returns each preparer can access. See Setting Permissions for Preparers Invited to Your Practice for more information.