Feature Requests

I have found that the window needs to be refreshed to get a client's response - I may be in their account, then I receive an e-mail they have responded, but need to refresh in order to see it.

Would love to see an integration so that all documents can be mirrored from Keeper to the Cloud File Storage software of our choice (Google Drive, One Drive, DropBox, etc)

need to be able to fix document naming errors without inconveniencing the client.

I know we can schedule a weekly follow up. But, if we add something to the portal outside of the bank feed, it would be nice if there was an email that could go out at the end of the day to let the client know there are new items for their review.

On the portal page with the contacts, have space you can add notes, this can specify who to send certain transactions to.

It would be nice to see if a client has viewed a question and maybe hasn't had time to respond yet or has not viewed the question at all yet.

Can we have a separate role in the Client Portal for auditors?

For firms that require their clients are always notified when financials are published allow admins to set this across all clients and not allow it to be disabled per client. Suggestion: a 2nd column that confirms client was notified

Currently there is a notification email every time a client uploads files via the portal's client upload inbox. We need an option to disable that email notification if needed.

Allow client side and accountant side to view client portal for related entities as a whole. Add a required field to select what entity the question is related to. Be able to sort and filter questions by entity