Using the Portal on Your Phone
You can open your Client Portal from a mobile browser. Just make sure you open the link in an actual browser app like Chrome or Safari, not inside your email app’s built-in viewer — it may not work correctly there.
From your phone you can:
- View your Client Portal home page
- Review your tax payment information
- Manage your notification and security settings
A few things still require a computer or tablet:
- Viewing your document library
- Paying vouchers
- Distributing K-1s
Extensions and in-office e-signing aren’t available on mobile at all — you’ll need a computer for those.