Smartphone App Instructions

NEW! Download the app on your smartphone to upload pictures of your documents!

Instructions to upload document into the Etax Client Portal:

  1. Download "Citrix Files" the app on your phone
    iOS App  |  Android App 

  2. Open the "Citrix Files" app on your phone

  3. Enter 'etaxonline' in the subdomain field that has the default 'e.g. mycompany' > Click on 'Continue'

  4. Enter your Etaxonline Client Portal email and password > Click on 'Sign In'

  5. Verify your device using two-factor authentication > Select Text Message / Voice Call 

  6. Enter verification code > Click on 'Verify'

  7. Congratulations! You are logged in. You can now view your 'Recent Files and folders'

  8. Click on the '<' back arrow in the top-left corner

  9. Click on Folders > Navigate to appropriate folder

  10. Upload files from your phone using the blue '+' plus button on the bottom-left corner

    Contact us is you have any trouble using the app to upload your documents.