How to set up the client portal app via QR code

How to set up the client portal app via QR code

Step-by-step guide

A screenshot of a login form Description automatically generated

 

 

Step 1

After the account is set up, log into the Client Portal on another device, such as a computer or a tablet. The login screen will look similar to the attached screenshot but will contain the logo or practice name of your accountant.

 

 

Step 2

Click on the user icon in a circle next to your name in the top-right corner of the window to open a dropdown menu.

Then click on the ‘Link our mobile app’ option from the menu.

A screenshot of a login screen Description automatically generated

A screenshot of a mobile app Description automatically generated

 

 

Step 3

Follow the steps on the screen to complete your app linking process.

 

 

It's that simple

 

 

Enjoy using the app!

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