Access Tax

Learn how to add a link to the Vault on your mobile device

Adding the Vault URL to Your Phone Home Screen

Learn how to update the mobile number stored against a client's Vault

Change the mobile number for a client’s Vault

Learn how to assist your clients with accessing their Vault

How clients access their Vault

Ensure the correct Safari settings are enabled so your client can download documents from the Vault on an iPhone or Apple Mac.

Configure iPhone and Apple Mac Vault download settings

Vault

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