Feature Requests

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 :)

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.

I often forget to hit that "Add to Memo" button, but I would love that info to be in QBO attached to the transaction. It would be great if we can set it to auto-add. Thanks!

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).

It would be nice to be able to highlight and change text color.

Set up a custom cadence for reminder emails by client as opposed to it being a Practice Level Setting (across the board).

Add an option to automatically send an email notifying the client when asking new questions or responding to their questions.

I'm having trouble with some clients submitting information in a timely manner. I think due dates would help both the client and me.

Ability to respond to question in email and have that recorded in Keeper instead of having to open Keeper, find question and respond there.

Allow setting manual log-in as default for clients. The magic link takes too many steps. Especially for those of us who use password managers, it’s much easier to just do manual log-in.