User guide professional - EverLeagues

User Guide Professional

Creating an e-sign case

In our web app, go to ESign, then the Case Management tab. Here, you can create a new e-sign tax case by clicking +New Tax Case on the horizontal tab.

Use our mobile app

  • Download android here
  • Download iOS here

Use our web app

Login and use here.

Accept EL invite

Please follow the instructions on the invitation email sent to you. To access the web app, use the following link: https://app.everleagues.com/

Create New Account

  • Users can create a new account for organizational or personal use.
  • An organization could be a CPA firm, law firm, real estate agency, any type of business, or even a personal space.
  • The owner or admin of an organization has the right to invite users and manage contacts

Tabs (Mobile)

Channels: this is where you can interact with all your channels, including a default one for the entire organization, as well as any sub channels created based on teams you’re a part of.

Communications: this is where you can send and receive messages to your contacts and groups.

Home: this is where you can view all your notifications, updates, and reminders.

Connections: this is where you can organize all your contacts and add new contacts.

Tools: this is where you can use industry specific tools. We currently have three tools tailored to accountants: e-signature tool, income & expense tracker tool, and PDF scanner tool.

Messaging Options (Mobile)

For more options, press and hold a message. Hold your own message to show options for star, copy, delete, or forward.
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Hold another message to show options for mark to reply later, star, copy, or forward.
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Find your starred and reply later messages by clicking here:
websideCreateGroupChat

Create a video conference here
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Messaging Options (Web)

For more options, hover over a message and click on the arrow.
Do this to your own message to show options for star, delete or forward.
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Do this to another message to show options for mark to reply later, star, or forward.
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Create a video conference here
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Tools: E-Sign (Mobile)

In our e-sign tool, you can e-sign for approved forms, manually sign & scan for unapproved forms, and review forms before sending them off.

Tools: E-Sign (Web)

In our e-sign tool, you can e-sign for approved forms, manually sign & scan for unapproved forms, and review forms before sending them off.

Enable screen sharing (Web)

  • For optimal performance for screen sharing during video conferences, please use Google Chrome with our chrome extension or Firefox.
  • If problems continue, check your internet speed and exit and rejoin the video conference.

Create a new organization

In our web app, in the upper left corner, click the arrow and scroll all the way down to create a new organization. EverLeagues makes it easy to manage multiple organizations!

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