The Client Portal mobile app lets you view tasks, message your accountant, manage files, and check billing — all from your phone.
Once you've completed the first login setup and set your preferences, the Home page populates automatically — so you can jump straight to what your accountant needs from you.
Table of Contents
Home Page Overview
The Home page shows your most important items including recent messages, outstanding balance, to-do items, and recent files.
Tap the message at the top of the screen to read past messages or send a new message to your practitioner.
Tap Pay now to pay your outstanding balance.
Tap on an item in the To-dos list to open instantly.
Tap on a Recent file for instant access.
Switch Accounts
To witch portals:
Tap the arrow next to the portal name at the top of the screen.
In the Switch portals menu, tap the portal you wish to switch to.
When switching portals, you can see how many To-do items are associated with each portal.
Settings
Tap the Settings icon in the top right corner of the screen.
From Settings, you can:
Update your Passcode
Manage Multi-Factor Authentication
Turn Notifications on or off
Send App Feedback to the developers
Access the Help center
Read Terms of Service
Read Privacy Policy
Log out
To-Do Tab
Tap the To-Do tab to view all tasks your practitioner has sent you.
From the To-do screen you can:
Tap the In Progress tab to view all outstanding tasks.
Tap Completed to view all completed tasks.
Tap the Filter icon to filter tasks by type.
To complete a task:
In the In Progress tab tap on a task.
Click View or Start to complete the task.
Once the task is complete, a notification appears.
You can tab View to open the completed task.
The task is now moved to the Completed tab.
Tap the task in the Completed tab and select View PDF to view and share.
Files Tab
Search for and Share a File:
Use the Search bar to search for specific files.
Tap the Filter icon to sort your files.
Tap on a Folder to see all files inside
Tap on a File to open it.
Use the Search icon to look for key words on a file.
Tap the 3 dot icon on a file to access Share options
You can also tap and hold a file to quickly open Share options.
Upload a File:
Tap Add a file, and elect an option:
Scan with camera
Add from photos
Upload from files
Paste from clipboard
Billing Tab
Tap the Billing tab to view outstanding balances, payment history, saved payment methods.
From here, you can:
Tap Make a payment to quickly pay outstanding balances.
Tap an Invoice in the Invoices tab to view invoice details and make a payment.
Tap the Payments tab to view all completed and pending payments.
Tap a payment to view the payment receipt.
Tap Make a Payment to see your accountant's specific billing instructions
Tap the Wallet tab to view and edit a payment method, or set a saved payment method as the default.
Summary
The Client Portal mobile app gives you quick access to your accountant's messages, tasks, files, and billing in one place. Use the Home page for an at-a-glance view, and the tab bar to dig into any area in more detail.