The scan-to-upload feature lets clients use their phone's camera to scan and send documents directly to their accountant through the Client Portal app.
Scanning on mobile means your clients can get you tax documents the moment they have them in hand — no printer, scanner, or third-party app required.
Scan a Document on Mobile
The steps below are nearly identical on iOS and Android — just follow the prompts your phone shows you.
Tap the Files tab to get started.
Tap Add a File.
You can also tap a folder to upload a file inside the folder.
Tap Scan with camera from the menu.
Hold your camera over a file to automatically scan the file.
You can also tap the capture button to capture a snapshot of the file.
You can grab more than one snapshot at a time, allowing you to scan multiple document pages to upload together.
Tap the Checkmark icon once ready to upload.
Select a file type to name your file upload.
Add a file name to label your document upload.
Tap Upload.
A notification indicates the file(s) have been uploaded. Tab View to open the file.
Summary
The Client Portal app's scan-to-upload feature lets you capture and send documents to your accountant directly from your phone's camera. Align, capture, name, and upload — all without leaving the app.