Adding Files to your Client Portal via the Engager Mobile Application

Please note that this is a guide for the end user, your client - this is not for the accountancy practice 

1. Open the Engager mobile application

2. Select the appropriate entity, whether you’re doing it for the LTD or your uploading something for your personal tax, you need to select the correct entity

3. Select ‘Documents’

4. Select the appropriate folder, like ‘Client Uploads

5. ’PDF or PHOTO etc (bottom of the screen)

6. Select the ‘PLUS’ icon in the bottom right hand corner

7. You’ll then need to locate your desired file from your handset

8. Add

9. It has now been saved