Client Portal

To create a final Accounts pack of Accounts, CT Return and Accompanying letter would make life easier for clients as only "one pack" to sign rather than multiple docs.

If a client has a new employee they want onboarded onto payroll, we have to send them a request to complete that form on BM. There should be an option to make permanently available a form to clients on the client portal. every time they have a new...

Make it simple for all directors to sign the letter of engagement for the company.

Currently a maximum of two contacts have access to, eg, a company's portal and documents. We have several clients who have administrators or finance personnel, and these need to upload and download documents but not approval rights. I understand t...

Would it be possible that if the client account registered address is the same as the accountancy practice that the reminders for HMRC authorisation codes are turned off/ supressed Maybe a toggle to say send auth code reminders if it cant be an au...

It would be better if when the client lands into the portal from the email link, that they can see straight away what we have just uploaded for them, either by them clicking on a notifications bell/button, that has a number of 'unread' notificatio...

On our previous document repository system, we could see when a client had downloaded a document as a field on the same page and would know that they had at least acknowledged it's existence. Helps with chasing signoffs and client engagement.

From Clients >People Portal Registration> Not registered on portal, it would be useful to see on this list which clients have been sent the client portal registration link and when. I am sending the link on a client by client basis but the l...

At the moment only the client manager receives an email on the signing of a document, it would be really helpful if more than one person did so that if someone is away there is always a backup.