Learn More About the Tamarac Mobile App

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Get an overview of the features available in the Tamarac Reporting mobile app.

Learn how to set up the mobile app for your firm, and how to get clients set up with the app.

Learn about the dashboard screen in the mobile app.

Learn about the reports available in the mobile app.

Learn how to preview documents in the document vault.

Learn how your clients can contact your service team directly from the mobile app.

Learn how to view and manage assets and liabilities through the mobile app.

Learn how to take your mobile app to the next level with firm-specific branding and options.

This topic provides steps for how to configure Google and Apple accounts to allow Tamarac to manage your mobile app.

Get answers to some of the common questions about the mobile app.

Learn the different ways clients can log in to the mobile app.