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.
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Gowtham Jakka
End customer portal is what you meant for customers of our client businesses. We need it with many more features. Upvote here.
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claudia whetstone
YES, health counselors need their client's personal portal where they can upload/and update their insurance info, store their credit card, and book appointments privately.
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Randolph Love
I agree, we need a place for clients to securely share documents with us.
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Deirdre Ventura, CHB
Agreed - we need a client portal to store sensitive documents
we also need Folders for the documents in the contact pages
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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Zaka Ullah
Caleb Christopher This is pretty good idea, and the documents can be previewed before submitting
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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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