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