Client Portal

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

Could certain documents be made available to third parties. Example of professional clearance info or tax calcs and tax year overviews for mortgage purposes. Similar to sharing a file/folder in office 365 Teams.

Can the client portal be upgraded so that 2 step verification is available for clients to use when logging into their own portal? I have been asked a couple of times about this.

I would love if it was possible to search for a client with their email address. Would make it easier for finding clients who have changed their surname or who are a contact for a business.

In Account Settings we have a toggle to ‘Allow Client to Skip Letter of Engagement’. This does not do as stated and just does not show the LoE to the client - in effect disabling it. Why can this not do as stataed and show up in the portal but all...

You can carry out an AML check on a client without going to the AML Page - there is a button on the client page as a shortcut. Instead of searching for the client in the People page, there should be a button on the client page which invites them i...