Client Portal

It would be useful if clients had the ability to delete anything uploaded in error. This is time consuming for us as accountants as currently the client has to contact us and ask us to delete. This weekend a client had uploaded the same bunch of d...

When uploading documents to the portal that it goes to all contacts, so all directors etc are notified and then log in to the portal to access the documents. It's annoying that we have to add the second director to the email which has been queued....

Make changes to the client portal webpage so when viewing on a mobile device the homepage looks the same in portrait or landscape view. Currently in portrait view there is not account icon and the 3 white line for the menu are not in the header bu...

I would be great if we could have a section called "Knowledge Hub" visible for all clients where we post tax updates or general information

Allow the Client File to have more than 2 Contacts who can then have access to the Portal.

It would be nice to view or have access to the client portal in order to assist them.

Our clients are missing notes that we upload. When they click on the View All Documents button the notes don't appear unless they go through the folders, this is especially true on mobiles but also the case on desktop computers too.

If there is a change to the engagement letters, a bulk resign facility will make things easier and quicker then going into each client specifically.