Smartphone App

Instructions to upload pictures or documents into the Etax Client Portal:

Download

iOS App
Android
Install the App
  • Download the "Citrix Files" app on your phone

  • Open the "Citrix Files" app on your phone

  • Enter 'etaxonline' in the subdomain field that has the default 'e.g. mycompany'

  • Click on 'Continue'

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

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

  • Enter verification code >> Click on 'Verify'

Congratulations! You are now logged in. 
Navigate Files and Folders
  • Once you have installed the app, and have logged in, you can view your recent files and folders

  • To navigate through various other folders, click on the '<' back arrow in the top-left corner

  • Click on Folders >> Navigate to appropriate folder

  • Upload files into the appropriate folder using your phone by clicking on the blue '+' plus button on the bottom-left corner

You will now be able to upload and access the files using your phone.

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