Client Portal

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...

When uploading documents where only the second contact is registered, you cannot make the bulk upload visible to the client, they have to be done individually by editing each document. This then generates an email for each document which is exactl...

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

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.

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...