Feature Requests

I would like the option to receive a daily email for uploads to the Client Portal, rather than getting an email for every upload.

When creating a new non-transaction question to post to the client portal, the button currently says “Send.” This is misleading because it doesn't actually send anything to the client—it simply adds the question to the portal. It would be much clearer if the button were renamed to something like: Publish Post Add to Client Portal (which is already used for transaction-related questions) Updating this terminology would make the action more intuitive and consistent across the platform. Thanks for considering!

We’d love the ability to create internal draft questions in the portal that are not yet visible to the client. Ideal Workflow: A bookkeeper drafts a question and it is assigned to the account manager for review. The account manager can edit, answer, or choose to publish it to the client's view Why this matters: Currently, to avoid premature client visibility, we turn off reminders for the client while we're actively working on the month-end. However, if the client logs into the portal, they may still see the incomplete or unapproved question. This feature would help us: Avoid asking unnecessary or duplicate questions (especially when the account manager already has the answer), Maintain more polished and accurate client communication, and Train new bookkeepers on how we communicate with clients

PLEASE allow us to edit the recurring message when it is in the client portal. We were able to do this up until recently.

I know we can archive accounts now and that's fantastic for some clients, but there are also times where we don't want to archive because we need to still be able to communicate with the client but no longer need the connected piece of the portal. I've had several requests for disconnection that have gotten stuck by the AI bot and never actually made it to support. Which I didn't realize until I went into the client account. The support team is amazing and they took care of it so quickly once my request actually made it to them but it could've been taken care of so much faster if we could just do it ourselves!

We would like to request if possible a feature that we can "copy" multiple documents from Auto organized folder to the Custom Folder. This way we will still be able to take note of the time and date the client uploaded the files. Thank you

I would like the option to edit a client portal contact's email from the Portal Settings.

When a client asks a question through the portal, add the ability turn this into a task.

Several clients have expressed that the client portal would be more user friendly if they could check mark completed tasks. This way they would not have to provide a written response (ex. I ask them to download a file from the portal and to comment "Done" to mark the task as completed).

Metrics and graphs of client financials in the Client Portal. The purpose of this feature is to give the clients easier access to their financials and give them one more reason to go in and answer your questions :)