- In addition to the desktop dashboard we have made similar enhancements to the mobile app, giving your households a streamlined customer experience at their fingertips.
- Accounting clients will be automatically greeted with the new mobile dashboard layout.
- Existing clients will land on the original mobile dashboard and will not have the option to update to the new dashboard layout unless their firm turns this on.
- Only partners can change the mobile app layout via the partner portal mobile app settings configure page.
Please note: If you’ve customised your mobile app layout, and you would like to review the accounting dashboard vs. the classic dashboard, please visit the mobile app configure page in the partner portal.