Client Portal Documents
in progress
J
Jen Nica
Ability to share documents via the client portal. This is a big help for businesses in the tax industry wherein they submit their tax documents during tax season. Tax professionals can securely share important documents with their clients through the portal. This streamlines the process of exchanging tax-related information, making it more efficient and organized. I know we already have a documents tab under the contact page, but it would be better if it's also available in the client portal. 🙏
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S
Shivani Gera
in progress
S
Sebastian Anaya
Shivani Gera Still no ETA?
J
Jen Nica
Do we have an ETA on this? Are we gonna release this quarter? Shivani Gera
G
G J
End customer portal is what you meant for customers of our client businesses. We need it with many more features. Upvote here.
S
Shivani Gera
planned
D
Damian Estevez
I agree!
This is already being upvoted at about 150 votes
Lets consolidate these to get these moving up
Upvote there
R
Randolph Love
I agree, we have clients who need a secure place to upload their documents.