Complete a Fillable PDF on Mobile

Complete fillable PDFs sent by your accountant on your mobile device. All changes made on mobile are automatically saved and reflected on the Client Portal web app.

You can complete fillable PDF files through the Client Portal app. All changes and edits made to fillable PDFs on mobile save automatically and reflect on your practitioner's end.

1. Log in to your client portal app and go to the Files tab.

2. Locate a relevant fillable PDF file and tap to open.

3. Click available text boxes to enter information.

4. To search the document, select the magnifying glass icon.

5.  To share the document, click the three stacked dots in the top right and select Share.


6. Press Save (iOS) or the checkmark (Android) to save your changes.