Mobile app access for teams and clients
- May 13, 2026
- 5 min read
Portal 360 offers Mobile Access for Android and iOS so you and your clients can work anytime, anywhere. The mobile experience mirrors key web capabilities without carrying a laptop to every meeting.
What you can do on mobile
- Access client records, contacts, and recent activity
- Communicate instantly via chat and notifications
- Manage tasks, approvals, and workflow steps on the go
- eSign documents and collect client approvals in the field
Getting the app
Download Portal 360 for iOS or Android from the links on our website Mobile section or your firm’s welcome email. Sign in with the same credentials as the web app; enable 2FA on mobile for parity with desktop security.
Clients on mobile
Clients use the mobile app to upload documents, respond to messages, and sign engagements — reducing email chase for bookkeepers and accountants. Push notifications alert them when you need input, so jobs keep moving between desk and mobile.
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Create your Portal 360 workspace, verify your email, complete guided onboarding, and land on a dashboard ready for clients and integrations.
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