Feature Requests

Allow client to choose the account, class, or customer of transactions in the Client Portal.

Be able to set up recurring automated emails to clients to remind them of things they need to do prior to month end. Bonus points if it can have variable triggers for the email to go out (date, dollar amount exceeded, etc)

When a client uploads a file in the client portal, add the ability for them to remove it if they added the wrong file.

Let each user integrate their own emails so any emails sent from them come directly from their email address rather than one practice email.

Remove the client portal tabs and instead use sections that are all on the same page. Also don't hide the answered questions in case clients need to add more attachments or add additional responses.