Client Portal

Speed up the moves from one page to the next. It takes too much time to use the system.

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...

We had numerous clients who, when registering for the portal, would not complete the process. They would approve the terms then stop or approve the LoE. We had to amend our emails to ask that they kept going until they had set up a password. Could...

We are currently working through our client list and getting them signed up to the portal in blocks, we dont currently have the automated email switched on as we want everything perfectly integrated first. When we inivite someone to the portal, th...

Client can down load a Portal App on there phones. So the can access there portal. Also makes it easier them to upload there Documents using there phone Camera.

Will there be an option added to allow an email address be added to more than one client? We would have several clients who have multiple businesses / companies but would use one contact email address for convenience. The portal registration is no...

It would be useful for ex clients marked as no longer acting to still be able to access their documents in the portal. A new field of where a reminder comes up for automatic archiving after a user defined global time period (e.g 3 years). This wou...

Make the accountant aware what field are shown to Client on Client Portal in My info