Client Portal to securely SEND & RECEIVE documents
planned
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Dietrich Von Zittwitz
It would be beneficial for Sub-Accounts to have a client portal that is able to securely Send and Receive documents and files.
This can also be another profit center. The idea here would be to include an amount of “base” storage and have an upgrade available for more storage space if needed.
The type of service to model could be from one of these websites:
Use Cases:
I have accountants and financial advisors that need to get files from their clients. Their clients do not feel comfortable using dropbox, google drive, or onedrive.
Types of files are typically: personal documents, bank statements, tax returns, account statements, etc.
Other markets that could have a use for this with similar types of files:
Attorney, Healthcare, real estate agents, mortgage brokers, title companies, business to business file transfers (larger files), Financial services (CPA, Bookkeeping, Financial Advisors)
Based on the sample companies I provided I believe this would be a great addition to the software and potentially an additional profit center for all.
Diane Sanders
I'm a health coach and this would excellent to have!
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Dr Carl Matthews
I absolutely concur
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Deirdre Ventura, CHB
Yes we need this feature for sub accounts
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Caleb Christopher
And we should be able to create document "PLACEHOLDERS" that they have to upload one-for-one (optional to make mandatory).
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Robert Satrom
Yes - if we can have Smartvault or tax dome level secure and helpful vault - that would be awesome for accountants, bookkeepers, tax pros, advisors et
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Clint Losch
This is exactly what I am looking for. I need it for my private school clients who need a portal for parents to upload documents and have their own dashboard to manage their application and enrollment status. Looking forward to this feature!
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Shivani Gera
planned
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Zaka Ullah
Shivani Gera, awesome to hear, I hope it is developed promptly, as I need to very fast for my clients. Thank You :)
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Zaka Ullah
I just need it right now for Accounting Client
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Devon Smart
Yes this and an ability to send the contracts we create internally to other staff or through workflows so we can send it to different emails other than the contact/client themselves would help greatly
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Daniel Marr
Great idea. Would need folders and a range of file types (with preview). The permissions would need to be set at the file or folder level and can be shared with an individual contact. a company or groups of contacts or companies or everyone for it to have the widest use case.
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