Client Portal

As an admin staff member when I upload a document for e-signing I don't get a notification when the document is signed, at present only the client manager does. Can it be implemented that the person who uploads the document is notified as well as ...

It would be useful if clients had the ability to delete anything uploaded in error. This is time consuming for us as accountants as currently the client has to contact us and ask us to delete. This weekend a client had uploaded the same bunch of d...

Allow the Client File to have more than 2 Contacts who can then have access to the Portal.

It would be nice to view or have access to the client portal in order to assist them.

To create a final Accounts pack of Accounts, CT Return and Accompanying letter would make life easier for clients as only "one pack" to sign rather than multiple docs.

I would be great if we could have a section called "Knowledge Hub" visible for all clients where we post tax updates or general information

Make it simple for all directors to sign the letter of engagement for the company.

If a client has a new employee they want onboarded onto payroll, we have to send them a request to complete that form on BM. There should be an option to make permanently available a form to clients on the client portal. every time they have a new...