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Guides for the Client Portal
Guide your clients on how to use their client portal on the web and on mobile.
33 articles
Accept an Engagement on the Client Portal App
Log in to the Client Portal Mobile App
Set Up Multi-Factor Authentication on Mobile
Scan a Document on Mobile
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
Complete an eSign Request
Complete a Fillable PDF on Mobile
Make a Payment on Mobile
Upload a File on the Client Portal App