The Firm Portal is accessible on mobile browsers, though it is optimized for desktop use. This article explains how to navigate the portal on a smartphone or tablet.
Firm Portal Overview dashboard layout
What You Can Do
- Open your firm's portal URL in your mobile browser.
- Log in with your credentials.
- The sidebar collapses automatically on mobile — tap the hamburger menu (☰) icon at the top-left to open it.
- Tap any sidebar link to navigate to that section.
- Use pinch-to-zoom for better readability of tables and metric cards.
- The action buttons (Invite Advisory Client, Bookkeeping client) are accessible by scrolling right on smaller screens.
💡 Good to Know: For the best experience, use the portal on a desktop or laptop browser.
💡 Good to Know: Some advanced features (e.g., bulk upload, CSV import) are best used on desktop.
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