Provide an option to grant client access to a folder or subfolder..
The feature is mentioned here: http://corporate.redtailtechnology.com/library-views-library-actions-and-statistics-in-imaging/. The feature appears to have never gotten off the ground. If, like with Dropbox, we could provide an email link to the folder, that would help us share documents with CPA's, attorneys, and clients that we work with.
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
I would love to be able to give my clients access to their forms, tax returns and estate planning documents. I know e-money has an online client document vault, but I don't use them. Ideally there would be a button when we add a document that we could check if we want the client to have access to that document.
Yes, please. Redtail could really use this to remain competitive with others.
I have attorneys who'd like to securely upload clients legal documents to Redtail. Can we offer this??
Deavel Wealth Advisors commented
Even a feature to automatically send a secure email from Imaging (with attachments) would be good for us..
+1 ...we really need this added to Imaging or an integration with a solid existing provider like ShareFile.
Eric Patton commented
This should fairly simple to accomplish and it would be ideal for sharing docs with clients. Please look into this. I know a lot of other competitors that are creating this as we speak....
will there be a client portal with the upgrade to Redtail imaging?