Any client requests sent by your accountant can be completed from within the Client Portal App. Practitioners send client requests for you to upload documents and provide quick information regarding your taxes. Client requests will show up on your To-do tab and are indicated by a clipboard icon .
What's in this Article
- Complete a Client Request on the Mobile App
1. First, log in to your Client Portal App.
To download the app for iOS and Android, click here!
2. Navigate to the To-do tab at the bottom of the screen.
3. Select a Client Request from the To-do list.
4. If applicable, review the notes or instructions provided by your accountant under the Details tab.
5. Select the Comments tab to review and send comments.
6. Click on the icon to add items to your comment.
From here, add items with Scan with camera, Add from photos, and Upload from Files.
7. To send a response, click on the icon.