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The ATBS Mobile App makes working with us even easier! With this app, you’ll be able to easily call or email your business consultant, and scan or import receipts, settlements, and other documents with just a few taps.

Sections in this Guide:

  • Download the App
  • Log in to the App
  • Contact Your ATBS Business Consultant
  • Scan a Document
  • Import a Document
  • Send a Document to the App
  • Logout

Download the App

The ATBS App is available on the Google Play Store or the Apple App Store. Click on one of the links below to download it!

 

Log in to the App

1. On the app’s login screen, enter the same username and password that you use for the ATBS Online Secure Client Portal.

2. Not sure what your credentials are? Click here to reset your password.

Contact Your ATBS Business Consultant

1. After logging in, you’ll see a greeting, followed by your Business Consultant’s name.

2. Tap on the phone or email icon to contact your Business Consultant right away!

Scan a Document

1. Tap the ‘Scan’ icon to take a photo of your document.

2. Center your document in the view and tap the gold circle.

3. Use the cropping lines to cut out any unnecessary space from your image, then tap ‘Continue’.

4. OPTIONAL: Give your document a title.

5. Use the ‘Add Page’ button for multi-page documents - OR - documents of the same type. When you’re finished adding your pages, tap ‘Save & Send’.

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6. That’s it! Your document is now on its way to ATBS! Wasn’t that easy?

Import a Document

1. Tap the ‘Import’ icon.

2. Locate the file you want to import on your phone.

3. Tap the document. Your file has now been sent to ATBS!

Send a Document to the App

1. Find the file on your phone that you want to send to ATBS.

2. Share the file to another app. (This process varies depending on the phone you use. Sometimes you have the option to 'Send' the file, or share the file using one of the following icons.)

 or or 

 

3. Find and tap the ATBS app.

4. Your file has now been sent to ATBS!

Logout

1. Tap the ‘Settings’ icon.

2. Tap 'Logout'.

Send Us Your Feedback!

Have you started using the ATBS App? Let us know what you think by taking our survey!

Start Survey

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