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How to set up the client portal app via QR code

Keep your client records accurate, organised, and up to date in Engager

You link the Engager.app mobile app by scanning a QR code that the Client Portal shows on another device, such as a computer or a tablet.

Step-by-step guide

  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 contain the logo or practice name of your accountant.
  2. Click on the user icon 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.
  3. Follow the steps on the Link our mobile app screen to complete your app linking process:
    • Step 1: Download the app 'Engager.app' from the App Store or Google Play.
    • Step 2: Open the app and scan the QR code on the screen.
    • Step 3: Put your Client Portal email and password in the app when prompted.

It's that simple. Enjoy using the app!

Only have your phone to hand? Open the Client Portal in your phone's browser and use the Link the app button under Try our mobile app on the login screen instead. See How your client can link the portal mobile app using a 'Universal Link'.