PLEASE

I would love this feature for both Bank and Credit Card statements, many clients do seem to deprioritize this. but we can't do our job without the statements.

I know it's a time suck for our clients as well. the banks that have read only view access I don't mind, but one place to fetch them all would be a real game changer.

Also many of us don't feel comfortable with having the primary account holder login details to clients financial accounts, this is a major liability if something ever happened in one of those accounts that we had access to. Even if the security breach was on the clients side, the mere fact that we had access and "could have" done it. is too much liability. Not to mention that even having primary account holder access goes against the recent regulations regarding safeguarding sensitive client information.

I know this is not an easy feature to implement, as it's just code, but not all banks and credit card systems code was created equally. and so the limits of what can be done, lay with the capabilities of the code of each institution. and from what I have seen some are quite lacking. but this still gets my vote, to the extent that it is possible.

Also maybe a ongoing updating list of which financial institutions are compatible with this feature, so we can share it or advise our clients on which financial institutions are truly business friendly.

Yes please!

This would be a game changer!!

yes, this would be awesome since Hubdoc has stopped this service

Agreed - this is always a headache. Either logging in to each account and manually retrieving them or reminding and waiting on clients to send them can be such a time suck!

This would be helpful. Hubdoc is doing away with statement fetching as of April 2022, and as Rachel mentioned QBO doesn't pull all banks/credit cards.