Ability to have some documents available to clients in their Portal

Planned

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Randy Stewart

• September 18, 2017 06:28

Allow anytime access to important documents for clients. For instance, I post tax returns or financial statements for clients we could choose to post in so it is available on the portal to clients.

Also, could post engagement letters and a calendar showing when they have due dates for engagements.

1

• Official comment

  

  Patrick Vernallis

  • November 14, 2018 22:31
  • Edited

  Hello Randy, 
  
  Thanks for submitting this feature request! Integrating your B4T File Storage and managing client's access to these files via the Client Portal is currently on our development to-do list. We hope to begin bringing these features online in mid 2019. Stay tuned here, or check out our Release Notes blog for future details about the document sharing functionality. 

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