I would really like to have a client portal added so clients and securely upload documents or update client information
28
votes
Robbie Kennerson
shared this idea
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Reed Clemons commented
This feature would be huge
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Kara commented
Please add this feature!!
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Allan commented
Even without a robust "client portal", the ability to invite clients to periodically "affirm" or "update" their contact information would be huge.
It's easy to lose track of 200+ people... they change jobs, they drop their land line or get a new cell phone plan, they move addresses without telling you. It would be great to be able email and engage our clients once per year with an easy "widget" that they could interact with.