Client Portal to securely SEND & RECEIVE documents
in progress
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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.
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Deep Shah
Hi Shreyas Birajdar, when we can expect the roll out for this feature? It was going to be released in Q4 last year. Can you please share approx ETA?
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Terry Golightly
YES!! Please and thank you. This is an extremely desired element that is currently missing. In addition to the suggested use of send, receiving, and reviewing documents, it would also be a valuable add to have the client portal allow the client to review previous invoices, transactions, updating credit cards, as well as managing internal correspondence. I can't wait to see this added feature. Thank you for working feverishly to develop the next great feature.
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Larry Miller
I would like to see... if you add a document within the contract record within the CRM, and you can possibly flagged (check mark box) or permissionalize it to be shown within that individuals contact and within the client portal as well.
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Chris Forsey
Very much looking forward to this. Would love to get an ETA so we know if we should spend the time setting up another solution or just wait a while longer.
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Jen Lints
We have a client wanting to have this. What is the ETA on this?
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Jorge Sanchez
Could you please provide what the scope of the piece of work that is in progress?
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Drew Lints
Where is this??? My clients are beside themselves that this isn't available yet.
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Nicholas Costa
Shreyas Birajdar Is there a ETA for this?
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Shreyas Birajdar
Merged in a post:
Client Portal Documents
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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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Jamie Bolton
Allowing shared documents in the client portal would be perfect for Real estate accounts. Combined with a step by step work flow for agent and buyer documents would be even better. Documents could then be archived and attached to opportunities, clients, and properties.
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