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Security, Data & Backup

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Professional Editions – Password-Protect Client Returns

TaxAct offers several methods for you to keep your client returns safe and secure, including: 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 […]

Online Backup – Locating Account – Professional Editions

Online backup is a manual process unless you use the Professional Enterprise Edition online option. You must perform the operation in your program each time you choose to back up your client returns online: From within your TaxAct Professional Edition program, click File in the upper menu bar, hover your mouse over Backup, then click Client Return(s). Click […]