help.clientportal.com
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Submitted URL: http://help.clientportal.com/
Effective URL: https://help.clientportal.com/
Submission: On September 09 via api from GB — Scanned from GB
Effective URL: https://help.clientportal.com/
Submission: On September 09 via api from GB — Scanned from GB
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USING THE CLIENT PORTAL AND MOBILE APP Learn how to use the client portal on the web and in the app. Jump to section: HELP CENTER CATEGORIES Navigating the Client Portal Set up Files Payments Mobile App To-Do List iOS App Android App INTRODUCTION: GET STARTED WITH CLIENT PORTAL SET UP * Logging In * Client Portal Settings * Log in to Different Accounts FILES * Print and Download a File * Uploading a File PAYMENTS * Make a Payment * Review Invoices * View Your Payment History * Saving Payment Information MOBILE APP * Navigating the Client Portal on Mobile * Log in to the Client Portal Mobile App * Switching Between Accounting Firms on Mobile * Complete an eSign Request on Mobile * Make a Payment on Mobile * Scanning a Document on Mobile * Upload a File on Mobile * Complete a Fillable PDF on Mobile TO-DO LIST * Complete a Client Organizer * Complete a Client Request * Complete a Client Survey * Complete an eSign Request in the Client Portal * Complete a Fillable PDF Privacy Policy Terms of Service Tap for sound 15 15 2:51