Feature Requests

Currently the email templates only allow subject and email body. It would be good to be able to add a CC or BCC to a specific email, like a firm or specific employee email.

I can export the questions, but the subject is missing??? This can be pretty vital information.

Please add statement request ability in the account reconciliation section

In the Transaction questions it wraps the test in the client close side, but on the client communication screen it doesn't wrap, so I have to click in to see long notes. For clean ups this becomes cumbersome.

Allow editing on the email that is sent if you select 'notify clients' on recurring questions to parallel adjustments we can make with auto-reminders. Ex: adjusting the subject line to remove 'outstanding' (since these are brand new questions that just dropped in)

This would combine several other cannys including: 🔴Resources (SOP) Folder for Each Client - Laura Widhalm 🔴Client Portal Resources - Allow Embedded Items - Juanita Taylor 🔴Global resources folder (storing files) across clients - Kristin Kirui-Case - MNB 🔴Add a file to Resources in Client Portal - Kathi Hollingsworth 🔴Icons / images in resources (bookmarks or library of links - Ray Barnes 🔴Need separate Resources tabs: One that is firm-wide, another for client-specific info. - Katie Redman 🔴Client-specific small section with Hyperlinks to outside resources - John Jones 🔴Client Portal Resource Merge Fields and Templates - Crystal Shores 🔴Resource Templates include option for attachments - Gretchen Roberts 1️⃣While keeping a single resource tab for clients. Edit the resources section for firms to be more of a nested list of actual resources, with properties for each. 2️⃣In firm-view, we should be able to create individual resources like global how-to's, client how-to's, W9 forms, firm news/articles, etc. 3️⃣This list of resources should be organizable by allowing sections (or folders if you will) to be created, and the resources should be created within these sections. (By the way, you should do this nesting thing with organizers too!) 4️⃣Each resource should be sharable to global (all), group (all 1040 clients, all bookeeping clients, etc.), select (individual clients), or firm only. 5️⃣Resource types should include embedded video, image, or article/SOP (text with all editing properties, including images). 6️⃣If we decide to make a resource downloadable (such as a form), the client should see a download button. If we don't want the client downloading a resource (such as proprietary articles), they should be unable to. 7️⃣The client's view should be more like a standard email inbox view - with the list of nested resources on the left and the right (larger) window showing the resource. Bonus points for full-screen option. 8️⃣The list of resources on the left should read like a menu. With nesting sections. These sections should be customizable in the "Resource Templates" for the firm. Empty sections should not be shown. See images for mock-ups.

Ability to drag Client Questions and Client Uploads popups around on the screen or to another screen entirely would be nice. This way, if the client clarifies something that needs to be added under a task, the task could be modified while looking at the client's response without having to close the popup, then go back to it and find your place again in the list.

When I click on "Client uploads" the "Client Communication" popup opens and sits right on the client name on the main page so now I dont know which client I am working on, if I need to verify, I have close all the popups just to see the client name. It would be helpful if the popup is moved a little down just enough so I can always see the client name on the main page even when the popup is open. Thanks.

Custom Folders for Clients to Place uploads into

In Files 2.0, manage file visibility in the client portal by folder instead of by file