Client Portal

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.

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...

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.

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...