Client Experience: Client Portal on Mobile

Taxpayers can access their Client Portal account from a mobile device. When a task is launched, like a tax return, the same mobile limitations apply. See our related mobile experience articles at the bottom of this page for more information. Extensions and In-Office E-Sign are not currently compatible with mobile devices. 

For a full overview of Client Portal capabilities, see our Client Portal Experience article. 

Info

• The link received should be opened in a web browser app, like Google Chrome or Firefox. If the link is opened in an email app, it may not function properly.
• The Documents option is not available on mobile. 
• The Pay option for vouchers is not available on mobile. 
• The Distribute K-1s section is not available on mobile. 

Initial Email

The taxpayer receives an email with a link to the Client Portal when an item is delivered. All emails come from [e-mail]. Alternatively, the firm can provide their custom Client Portal URL located in your Product Settings > General menu. 

1. Click the Access Client Portal button in the email. 

Authentication

The Client Portal landing page prompts you to sign in or sign up. 

1. Enter your Email ID to proceed with authentication. 
2. Click Continue OR

3. Click Sign Up if you have not created a Client Portal account. 

   • When signing up, follow the on-screen prompts, then continue to step 4. See our Client Portal Experience article for a full overview of these steps. 

   

4. Enter your PIN (only required when logging in from a new browser or device).
5. Click Continue.
6. Enter the Access Code sent to your email.  
7. Click Confirm.

Home Page

This is the main dashboard for the Client Portal. You can review recent activity, pending tasks, completed tasks, firm information, and notifications here. 

Overview

1. Click Pending Tasks to see a list of items that require action. 
2. Click Completed Tasks to see a list of completed items. 
3. Click Recent Activity to view a summary of your recent actions. 
   • Click the Name of the item to be redirected to it. 
   • This section does not display actions taken in the Tax Payments or K-1 Distribution sections. 
4. Click Send Files to upload documents to your tax firm. 
5. Click Contact Information to view the contact details for someone at your tax firm. 
6. Click the Get Started arrow to be redirected to that task. 
   • See the Related Articles section below for a walk-through of each task type.  

Notification Bell 

1. Click the Notification Bell to open your recent notifications.
2. Click a line item to be redirected to that document or task.

Tax Payments

Review your tax payments and pay your vouchers. 

1. Click the Menu option in the top left corner.
2. Click Tax Payments.
3. Vouchers are separated by Due Date.
4. Click More. 
5. Click View to review a summary of your payments due for that due date. 
   • Click Ok to close the summary. 
6. The Pay option is not currently available on mobile. 
   • Follow the steps in our Make Voucher Payment article for voucher payment instructions.

Security Settings

Update security settings related to your Client Portal account. 

1. Click the Menu option in the top left corner.
2. Click Security.

Merge Emails

If you have had documents delivered to multiple email addresses, you can merge those into your existing account. Each email address can only be linked to one Client Portal. 

Please note:

Merged email addresses cannot be used to log in. Any documents associated with the merged email will be available in the main Client Portal, but the merged email address cannot be used to create a separate Client Portal or login to the main Client Portal. 

1. Type an email address into the Add another email ID field. 
2. Click Add.
3. Enter the Access Code delivered to that email address. 
4. Click Verify Code.

Update PIN

Update the PIN used to log in to your Client Portal account. 

1. Click Update under Update PIN.
2. Enter your Current PIN. 
3. Enter your New PIN. 
4. Enter your new pin to Confirm. 
5. Click Update.

Update Email ID

1. Click Update under Update Email ID.
2. Enter the New Email ID. 
3. Click Update.

Grant Third-Party Access

Allow a third-party to access your client portal to review documents and perform actions. These users only receive access codes via mobile for security reasons. Third parties cannot access tasks requiring a signature that have not been signed by the main portal user. This access is only granted for 48 hours. 

Grant Access

1. Click Add under Grant Third-Party Access.
2. Enter the third party's Name. 
3. Enter the third party's Email ID. 
4. Enter the third party's Mobile number. 
5. Select Page Access options to determine which areas/documents the third party can access. 
6. Click Add User.
7. Third party must authenticate (see Third-Party Authentication section below). 
8. Click Send Link to send a Client Portal Access Link to the third party OR
9. Click Edit to edit their details and permissions OR
10. Click Delete to remove third-party access.

Third-Party Authentication

The third party receives an email notification from [e-mail] to verify their access. 

1. Click Verify Your Access.
2. Click Send Code.
3. Enter the code sent to your mobile device. 
4. Click Confirm.
5. Client Portal user must Send Link to the third party. 
6. Click Access Client Portal in the new email.
7. Follow Send Code steps outlined above. 

Add Recovery Email

1. Click Add under Recovery Email or Phone Number.
2. Select the Email Address radio button. 
3. Enter a Recovery Email address. 
4. Click Update.

Add Recovery Phone Number

1. Click Add under Recovery Email or Phone Number.
2. Select the Phone Number radio button. 
3. Enter a recovery Phone Number (mobile number required). 
4. Click Update.

Related Articles

Client Portal Experience

Device Compatibility

Client Experience: Returns on Mobile

Client Experience: Gather on Mobile

Signatures Signer Experience on Mobile Devices

Client Experience: Organizers on Mobile