How to Use the ATBS Mobile App

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, scan or import receipts, settlements, and other documents, and keep track of your days on the road with the Per Diem Deduction Tracker!


Sections in this Guide:

  1. Download the App

  2. Log in to the App

  3. Contact Your ATBS Business Consultant

  4. Track Your Per Diem Days

  5. Scan a Document

  6. Import a Document

  7. Share a Document into the App

  8. Track the Status of Your Documents

  9. 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!

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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.

  3. Not yet a client? Contact Us to get enrolled today!

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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!

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Track your Per Diem Days

You can now use the ATBS Mobile App to log your days away from home and keep track of your valuable Per Diem tax deduction!

  1. Tap the Per Diem Deduction button from the home screen.

  2. Scroll through the calendar to the date you wish to track and click on the day.

  3. Select a 'Partial Day' of Per Diem, a 'Full Day' of Per Diem, or 'None'.

  4. Tap Save.

  5. On the calendar screen, you'll now see a summary of the Per Diem days you have entered into the calendar and your estimated year-to-date deduction.

  6. To edit a previous entry, simply click on the day, make your adjustments, and hit save.

  7. For more information on the Per Diem Deduction, click here!

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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 auto-crop feature to cut out any unnecessary space from your image, then tap ‘Continue’.

  4. Select a filter to enhance the quality of your image, and click 'Add to Document'.

  5. Give your document a title or add a note if you choose.

  6. Use the ‘Add Page’ button to scan more photos or import an existing photo.

  7. When you’re finished adding your pages, tap ‘Save & Send’.

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

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Import a Document

  1. Tap the ‘Import’ icon.

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

  3. Tap the document.

  4. Use the auto-crop feature to cut out any unnecessary space from your image, then tap ‘Continue’.

  5. Select a filter to enhance the quality of your image, and click 'Add to Document'.

  6. Give your document a title or add a note if you choose.

  7. Use the ‘Add Page’ button to scan more photos or import an existing photo.

  8. When you’re finished adding your pages, tap ‘Save & Send’.

  9. Your file has now been sent to ATBS!

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Share a Document into the ATBS App

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

  2. Share or Send the file to another app.

  3. You may have either the option to ‘Send’ the file or 'Share' the file, depending on what type of device you have.

  4. Find and tap the ATBS app.

  5. Your file has now been sent to ATBS!

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Track The Status of Your Documents

When you upload documents to the ATBS mobile app, each document will be labeled with a status to tell you where it's at. Here is what each of those statuses means:


Uploading

Your document is on its way to ATBS. If the document does not change to the status of "Uploaded" within a few hours, make sure you have a strong internet connection and try closing the app and reopening it. If the problem persists, please contact ITHelp@atbs.com.

Uploaded

Your document has been successfully uploaded to the ATBS cloud server. There is no need for you to resend your document.

Received

Your document has been received by ATBS! There is no need for you to resend your document.

Posted

All done! Your document has been posted.

Reviewing

There is an issue with processing your document. Our team is reviewing the document and will get it to the appropriate department soon. There is no need for you to resend your document.


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Logout of the App

  1. Tap the ‘Settings’ icon

  2. Tap ‘Logout’


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