Easily organize & update your client list with Client Manager. View names, SSNs, phone numbers, return status & more in one convenient location. Print client or preparer copies of returns. Rearrange & sort your list any way you like.
Please refer to the minimum and recommended system requirements for TaxAct Professional below. For the best performance, especially for users with large client lists or very complex returns, we suggest exceeding the recommended system requirements where possible.
While TaxAct Professional may run on systems not meeting these standards, system performance will be sub-optimal.
|Operating System:||Windows 8.1||Windows 10|
After January 14, 2020, Microsoft will no longer provide security updates or support for PCs running Windows 7. For the best experience and security of your data, you will need to update your system to Windows 8.1 or 10.
Macintosh users: We're sorry. TaxAct Professional Editions are not available for Macintosh.
|Computer Processor:||Intel® Core™ i3 or equivalent AMD processors||Intel® Core™ i5 or better and equivalent AMD processors|
|Memory:||4 GB of RAM||8 GB of RAM or more|
|Disk Space:||600 MB per tax year||2 GB per tax year|
|Display Resolution (in pixels):||1024x768||1920x1080 or higher|
|Web Browser:||Internet Explorer 11 installed with latest updates, but does not need to be the default browser.|
|Internet Access:||High-speed internet connection such as DSL, Cable/Broadband.|
File share and sync services (such as OneDrive and Dropbox) are not supported for data storage, backup, or sharing purposes.
We recommend having your IT resource ensure all systems you’re using are properly installed and mapped to the correct drives for all users for proper functionality prior to contacting TaxAct Support.
Now divided into five organizers with an option to print specific to each client: personal info, income, deductions, credits and estimated payments/bank.
Customize export queries of your client list to comma-separated values (CSV) or tab-delimited (.txt) formatted files. Integrate your TaxAct client contact data into other software reporting tools you use.
Quickly and easily print mailing labels that can be used to send Data Organizers and other documents to your clients.
Call TaxAct Professional Sales
for a free consultation.