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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.

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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

 

 

 

 

 

 

 

 

 



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