Guides for Your Clients
Guide your clients on how to use their client portal on the web and on mobile.
Setup
Mobile App
- Accept an Engagement on the Client Portal 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
To-Do List
- Review & Accept an Engagement
- Complete an Individual Tax Organizer
- Complete a Business Tax Organizer
- Complete a Client Survey
- Complete a Client Request
- Complete an eSign Request