Client Portal

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...

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.

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...

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

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...

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...

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.