The Client Portal Mobile App lets you upload files directly from your phone to share with your accountant.
Uploading from your phone means you can send documents to your accountant as soon as you have them — no need to wait until you're at a computer.
File Compatibility:
File Type: .bmp .csv .doc .docx .emf .eml .heic .htm .html .jp2 .jpeg .jpg .mkv .mov .mp4 .msg .ods .odt .pdf .png .ppt .pptx .rtf .tif .tiff .txt .xls .xlsm .xlsx .xod .xps
Max File Size: 4.999342 GB
Folders: Folders must be compressed or zipped. Unzipped folders will not be uploaded.
Upload a File on the Client Portal App
Log in to the Client Portal App on your mobile device and tap the Files tab.
Tap Add a File.
Choose from the available upload options:
Add from photos
Upload from files
Paste from clipboard
Tap the files you want to add to select them.
Tap Open to upload the files.
Uploaded files keep the same name they have on your phone.
Summary
The Client Portal app lets you upload files directly from your phone in a wide range of formats, up to 5 GB each. Just select your files from the Files tab and tap Open to send them to your accountant.