Adding the software to a mobile device

Adding the software to a mobile device

Adding the software to a mobile device

What is this?

While there is no dedicated app, the software has been optimised for mobile devices. Below are the most common ways to add the software to your mobile device using common browsers.


Why do I need to add the software?

You will have immediate access to the software on your mobile device home screen, without having to open your internet browser and search for the website.


When do I need to do this?

You can do this at any time to suit your needs


How to add the software through different browsers

Safari

  1. Launch the Safari app on your iPhone and go to the webpage you want to add as a shortcut

  2. Locate and tap the share icon (a square with an arrow pointing upwards) at the bottom of the screen.

  3. Scroll through the options in the share menu and select Add to Home Screen.

  4. A preview of the shortcut will appear. You can edit the name of the shortcut. Tap Add in the top right corner to place the shortcut on your home screen.

  5. The website's icon will now appear on your home screen.


Google Chrome

  1. Launch the mobile Chrome browser and go to the specific webpage for which you want to create a shortcut. 

  2. Tap the three-dot menu icon (usually located in the upper-right corner). 

  3. Select Add to home screen 

  4. A dialogue box may appear asking you to rename the shortcut. You can either accept the suggested name or enter a new one. Then, tap Add.

  5. The website's icon will now appear on your home screen.


Firefox

  1. Launch the Firefox mobile browser and go to the specific webpage for which you want to create a shortcut.

  2. Tap the three-dot menu icon (usually located in the upper-right corner). 

  3. From the menu options, choose Add to Home Screen. 

  4. A dialogue box may appear asking you to rename the shortcut. You can either accept the suggested name or enter a new one. Then, tap Add or Install.

  5. The website's icon will now appear on your home screen.

Need help?

If you are still unsure or need further help you can contact your accounting firm or our Digital Tax Software support team by submitting a ticket at the bottom of the page.


    • Related Articles

    • Adding a manual transaction

      Adding transactions manually What is this? You or your client can add individual transactions to their Record Keeping to ensure all transactions are digitally logged and included in the tax return. How do I add a manual transaction? Go to Record ...

    • Data connections - Bank

      Connecting a Bank Account What is this? You can connect your bank account to your digital tax software using Open Banking. Once connected, your transactions are imported automatically, saving you the time of entering them manually. Why connect your ...

    • Attaching receipts, invoices or statements

      Attaching receipts, invoices or statements What is this? We make it easy to keep all of your tax return information together in the software. This includes the ‘Snap and Store’ feature: it allows you to attach files, like photos, scans and documents, ...

    • Uploading documents & CSV files

      Document Explorer What is this? Document explorer allows you to upload and import CSV files, whilst also utilising the software AI document reader functionality for the following PDF documents: Property management rental statements Dividend vouchers ...

    • Record Keeping overview

      Record Keeping overview What is this? The Record Keeping Section helps you keep track of your transactions in a digital format. Transactions can be automatically uploaded directly from your bank feed, imported by CSV-file or manually added. What can ...