Allow Client Request
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Derrick Ashford, CFO Advisor
It would be great if clients could submit requests to us through client portal as well.
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Joao Carvalho
We super need this! We are very niched and we deal a lot with local regulations for vacation homes. Every time they need to add or cancel the registration of a property with the local goverment they have to request it to be done by us. They send an email with a form attached. Every house that go in or out of their portfolio needs this.
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Natalie Brown
I would really like to see this. That way clients don't have to send us requests via email and everything can be neatly connected to their client page.
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Natalie Brown
Amanda Aparicio this would be useful for quick tasks they might want us to do that are unrelated to a project. And if they could attach a document to their request, that would be even better. We have clients who receive some tax return forms by mail and then usually email them to us. It would be great to give them that option through the portal.
Sometimes requests made in the client chat can get lost or forgotten about, so a Client Requests tab next to the Client Tasks tab that has a little red dot next to it until the task is marked as complete would be really appreciated.
Amanda Aparicio
Natalie Brown: is this mostly for collecting tax documents? Or are there other use cases where you would want clients to assign your staff a task?
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Natalie Brown
Amanda Aparicio We do bookkeeping so tax documents are not a concern but it would be nice to have a shared "check-list" essentially. A client may ask things like:
"Please update service item prices in QBO by $15" (action only)
"Please record this deposit in QBO" (allows client to attach a document)
"Please send me a profit & loss by month" (document request)
That way clients can ask us to do tasks in one place and be automatically updated when we mark the task as complete. Essentially, how client tasks are now but flipped around for the clients to assign to us.
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Natalie Brown
Amanda Aparicio To clarify as well (I forgot I mentioned tax forms in my original comment) we have city tax returns quarterly that some clients receive by mail and they will scan and email to us. In regard to that, it would be the client creating a task for the firm along the lines of "Please complete this return" with the scan attached.
Amanda Aparicio
Natalie Brown: This is helpful, thank you! We don't have plans to implement this right now, but will keep an eye out on the number of votes!
Amanda Aparicio
Derrick Ashford, CFO Advisor, could you kindly clarify? What do you mean by "requests" exactly? Like, ability to request documents from the firm? Or something else?
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Derrick Ashford, CFO Advisor
Amanda Aparicio Requests would be documents or a task they need completed. Sometimes my clients need me to pay someone to correct an error or they just might need me to answer a question.
Amanda Aparicio
Derrick Ashford, CFO Advisor, ah okay! So you need some way for clients to create tasks for the firm, essentially?
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Lisa Tong
Only if it's a feature that can be turned off. I can see clients sending both an email and a request.