Ability to request clients to fill our their client information (99)
J
Jacob Bryant
Ability to send the client an email request that will ask them to fill out their client info profile. Upload docs, fill out contact info, notes, custom fields, etc.
Log In
N
Nici Ferreira
This would be great during personal tax season if we can send the current contact information for them to view and update if needed and confirm it's correct.
N
Noelle Heddle
Where they can update their information as well at anytime. They can add multiple contacts (with or without portal access to the new contact). An email to us when the client does make changes so we can ensure other systems are updated as well.
A
Amanda Desrosiers
A client portal section that is like a Profile that has general information and custom fields we choose.
M
Mili Cortina
Or be able to create a checklist/fillable form directly in FC that is a live document with audit trail
E
Everton Brown
Client should be able to answer to request with check boxes