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3 votes0 comments · Redtail CRM » Other · Admin →Anonymous shared this idea ·
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!
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611 votes24 comments · Redtail CRM » Email · Admin →
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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.