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Usage guides

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.
  1. Select
    Register Now
     in the onboarding email.
  2. Enter
    Registration Details
    .
  3. Select
    Verify your email
    .
  4. Enter the
    Access Code
     sent to your email.
  5. Select
    Confirm
    .
  6. Create a
    PIN
     (only required when logging in from a new browser or device).
  7. Verify the
    PIN
    .
  8. Select
    Create Account.
Authentication
The Client Portal landing page prompts you to sign in or sign up.
  1. Enter your
    Email ID
     to proceed with authentication.
  2. Select
    Continue
  3. 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.
  4. Enter your
    PIN
     (only required when logging in from a new browser or device).
  5. Select
    Continue
    .
  6. Enter the
    Access Code
     sent to your email.
  7. 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
  1. Select
    Pending Tasks
     to see a list of items that require action.
  2. Select
    Completed Tasks
     to see a list of completed items.
  3. 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.
  4. Select
    Send Files
     to upload documents to your tax firm.
  5. Select
    Contact Information
     to view the contact details for someone at your tax firm.
  6. Select the
    Get Started
     arrow to be redirected to that task.
Tax Payments
Review your tax payments and pay your vouchers.
  1. Select
    Menu
    .
  2. Select
    Tax Payments
    .
  3. Vouchers are separated by
    Due Date
    .
  4. Select
    More.
  5. Select
    View
     to review a summary of your payments due for that due date.
    • Select
      Ok
       to close the summary.
  6. The
    Pay
     option is not currently available on mobile.
Security Settings
Update security settings related to your Client Portal account.
  1. Select
    Menu
    .
  2. 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.
  1. Enter an email address into the
    Add another email ID
     field.
  2. Select
    Add
    .
  3. Enter the
    Access Code
     delivered to that email address.
  4. Select
    Verify Code
    .
Update PIN
Update the PIN used to sign in to your Client Portal account.
  1. Select
    Update
     under
    Update PIN
    .
  2. Enter your
    Current PIN
    .
  3. Enter your
    New PIN
    .
  4. Enter your new pin to
    Confirm
    .
  5. Select
    Update
    .
Update Email ID
  1. Select
    Update
     under
    Update Email ID
    .
  2. Enter the
    New Email ID
    .
  3. 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
  1. Select
    Add
     in
    Grant Third-Party Access
    .
  2. Enter the
    Name
    .
  3. Enter the
    Email ID
    .
  4. Enter the
    Mobile
     number.
  5. Select
    Page Access
     options to determine which areas/documents the third-party can access.
  6. Select
    Add User
    .
  7. The third-party needs to authenticate. Do 1 of the following:
    1. Select
      Send Link
       to send a Client Portal Access Link to the third-party.
    2. Select
      Edit
       to edit their details and permissions.
    3. 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.
  1. Select
    Verify Your Access
    .
  2. Select
    Send Code
    .
  3. Enter the code sent to your mobile device.
  4. Select
    Confirm
    .
  5. Client Portal user needs to
    Send Link
     to the third-party.
  6. Select
    Access Client Portal
     in the new email.
  7. Follow
    Send Code
     steps outlined previously.
Add Recovery Email
  1. Select
    Add
     under
    Recovery Email or Phone Number
    .
  2. Select the
    Email Address
    radio button.
  3. Enter a
    Recovery Email
     address.
  4. Select
    Update
    .
Add Recovery Phone Number
  1. Select
    Add
     under
    Recovery Email or Phone Number
    .
  2. Select the
    Phone Number
     radio button.
  3. Enter a recovery
    Phone Number
     (mobile number required).
  4. Select
    Update
    .

This article applies to:

  • Product: safesend
  • Audiences: Client