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Client portal on mobile

Sign up for the client portal and manage your tasks, pay vouchers, or review tax payments. Set up or update third-party authentication.

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Taxpayers can access their Client Portal account from a mobile device. When you open a task, the same mobile limitations apply. Extensions and In-Office E-Sign are not currently compatible with mobile devices.

note

The link received should be opened in a web browser like Google Chrome or Firefox. If you open the link in an email app, it may not function properly. The following aren't available on mobile:

Documents

The Pay
option for vouchers

The Distribute K-1s
section

Initial Email

You can send the client an invitation email to register for the Client Portal from their Client Portal Management dashboard. Alternatively, you provide your custom Client Portal link located in your

Product Settings
General

menu.

Select Register Now
in the onboarding email.

Enter Registration Details
.

Select Verify your email
.

Enter the Access Code
sent to your email.

Select Confirm
.

Create a PIN
(only required when logging in from a new browser or device).

Verify the PIN
.

Select Create Account.

Authentication

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

Enter your Email ID
to proceed with authentication.

Select Continue

Select Sign Up
if you haven’t created a Client Portal account.

note

When signing up, follow the on-screen prompts, then continue to step 4.

Enter your PIN
(only required when logging in from a new browser or device).

Select Continue
.

Enter the Access Code
sent to your email.

Select Confirm
.

Homepage

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

Overview

Select Pending Tasks
to see a list of items that require action.

Select Completed Tasks
to see a list of completed items.

Select Recent Activity
to view a summary of your recent actions.

Select the Name
of the item to be redirected to it.

This section doesn’t display actions taken in the Tax Payments or K-1 Distribution sections.

Select Send Files
to upload documents to your tax firm.

Select Contact Information
to view the contact details for someone at your tax firm.

Select the Get Started
arrow to be redirected to that task.

Tax Payments

Review your tax payments and pay your vouchers.

Select Menu
.

Select Tax Payments
.

Vouchers are separated by Due Date
.

Select More.

Select View
to review a summary of your payments due for that due date.

Select Ok
to close the summary.

The Pay
option is not currently available on mobile.

Security Settings

Update security settings related to your Client Portal account.

Select Menu
.

Select 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 1 Client Portal.

note

Merged email addresses can't 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 can't be used to create a separate Client Portal or sign in to the main Client Portal.

Enter an email address into the Add another email ID
field.

Select Add
.

Enter the Access Code
delivered to that email address.

Select Verify Code
.

Update PIN

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

Select Update
under Update PIN
.

Enter your Current PIN
.

Enter your New PIN
.

Enter your new pin to Confirm
.

Select Update
.

Update Email ID

Select Update
under Update Email ID
.

Enter the New Email ID
.

Select Update
.

Grant Third-Party Access

Grant third-party access to your Client Portal to review documents and perform actions. These people only receive access codes via mobile for security reasons. Third-parties can't access tasks requiring a signature without a main portal user signature. This access is only granted for 48 hours.

Grant Access

Select Add
in Grant Third-Party Access
.

Enter the
Name
.

Enter the Email ID
.

Enter the Mobile
number.

Select Page Access
options to determine which areas/documents the third-party can access.

Select Add User
.

The third-party needs to authenticate. Do 1 of the following:

Select Send Link
to send a Client Portal Access Link to the third-party.

Select Edit
to edit their details and permissions.

Select Delete
to remove third-party access.

Third-Party Authentication

The third-party receives an email notification from noreply@safesendreturns.com to verify their access.

Select Verify Your Access
.

Select Send Code
.

Enter the code sent to your mobile device.

Select Confirm
.

Client Portal user needs to Send Link
to the third-party.

Select Access Client Portal
in the new email.

Follow Send Code
steps outlined previously.

Add Recovery Email

Select Add
under Recovery Email or Phone Number
.

Select the Email Address
radio button.

Enter a Recovery Email
address.

Select Update
.

Add Recovery Phone Number

Select Add
under Recovery Email or Phone Number
.

Select the Phone Number
radio button.

Enter a recovery Phone Number
(mobile number required).

Select Update
.

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Client portal on mobile

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