Mobile: Secure instant Chats with tasks

Enhance your mobile experience by exploring secure instant chats with integrated tasks. Dive into creating chats, viewing and replying to them, and efficiently managing your tasks all on the go. Plus, discover how to add links to videos.

Covered here:

Chats, explained
View chats and reply
Reminders in chats
Create chats
Manage your tasks
Add links to videos

Chats, explained

Chats is an in-app secure communication tool that allows you to create real-time chat threads, like DMs. Both you and your accountant receive notifications when a new chat is initiated. In Chats:

You communicate with your accountant, asking and answering questions.
Upload and download forms. More on managing files within chats.
All chats and attached files are stored in one spot.
You can attach files and embed videos from Loom, YouTube, Google Drive or Vimeo.
Your accountant can add tasks for you.
Once a task is completed, you or your accountant checks it off.
View all your tasks on a separate page if needed.
Once everything in a thread is addressed, your accountant archives it.

View chats and reply

Once there’s a new chat, you’ll see a notification in the Home section under the Chats subsection. All pending chats and any included tasks are displayed on your dashboard. Click the notification to view and respond.

You’ll always get a push notification when your accountant sends you a message or asks for additional info. Tap the notification to view it.

To access your chats, tap the Chats section in the navigation bar or tap the Chats subsection in the Home section. If you have unread chats, they will be highlighted in the Waiting for action block, sorted chronologically by the latest response.

The red number on the right indicates chats needing attention.
Threads show the latest response, author, subject, and client task status.
Unread threads have a red badge containing the number of unread chats and unchecked tasks.

Tap the thread title to view and reply. Read the message, write a separate message in the field or swipe to the right to reply to the message. Then tap the send icon when you’re done.

Reminders in chats

If your accountant enables automatic reminders for chats, you'll get notifications when you haven't replied. Chats with reminders turned on are marked with a bell icon next to their name.

Create chats

Note: Creating a chat thread may be unavailable if your firm has turned it off. In this case, you won't see the Message firm button.

If you have a question for your accountant, create a chat:

1. Go to the Chats screen in the navigation bar and tap Message firm.

2. Write a subject and tap Start to create a new chat thread.

3. Compose a message, apply formatting, use bullets or numbered lists and links if needed, and tap the Send button as described above.

Manage your tasks

Your accountant might assign tasks for you inside a chat thread, resembling a to-do checklist. Tasks can be added or checked off by either you or your accountant.