Mobile App - Getting Started

This app gives you seamless access to your portal from anywhere, anytime, making it easier than ever to stay connected with your Accounting offices!

Getting Started

1. Download our Secure Client Portals Mobile App from the Google Play Store (Android) or the App Store (iOS). 
   
    
2. To access the Client Portals Mobile app, enter your User Name and Password using the same login credentials as the Web version. 
3. To stay logged in throughout the day, tap the “Remember Me” slider button located below the password field before signing in.
4. Tap the Login button or the "Use Fingerprint" if biometric authentication is enabled on your device.
   
   
5. Tap "Forgot Password" to reset the password.   The email address and User Name will be required to receive the Reset Password email.
   
   
    
6. Tap "Forgot Username" to receive the Username email.   The email address used to set the portal up will be required to receive the Username email.
   
   
    
7. Upon logging into the Mobile App, the Dashboard will display with a pop-up message: "Allow Secure Client Portals to send you notifications?"
8. Tap “Allow” to receive email notifications in the Mobile App from your Accounting Office when files are uploaded for you. 
   
   
9. The next pop-up will read "Allow Secure Client Portals to make and manage phone calls?" 
10. Tap “Don't Allow”, as the phone option is not available.
    
    

If you have any questions or experience issues during the login process, please contact your Accounting Office for assistance.