Guides for Your Clients

Setup

• Log in
• Log in to Different Firms
• Switch Between Client Portals on the Web
• Client Portal Settings

Mobile App

• Log in to the Client Portal Mobile App
• Switch Between Accounting Firms on Mobile
• Switching Between Client Portals on Mobile
• Navigate the Client Portal on Mobile
• Complete a Client Request on the Mobile App
• Complete an eSign Request

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To-Do List

• Complete an Individual Tax Organizer
• Complete a Business Tax Organizer
• Complete a Client Survey
• Complete a Client Request
• Complete an eSign Request
• Complete a Fillable PDF

Files

• Navigate the Files Tab
• Upload a File
• Upload Files Using a Secure Link
• Print and Download a File

Payments

• Save Payment Information
• Review Invoices
• Make a Payment
• View Your Payment History