To have an audit log to manage the timeliness of task completion from our team. Mirroring the success of the client audit log would be best

Ability to see if someone has changed the project or a type of version history for each project

We are new FC users and are about to apply a 1040 template to about 650 clients. What we want to know is which clients have accessed their portal and when. That way, if we have clients that have not accessed their portal, we could reach out to them to help them with any issues they have with the technology.

We'd love to be able to see an activity log that includes when a client has logged into their portal and views files. Some clients aren't great at viewing their monthly reports and it'd be nice to know who hasn't checked their financials in a long time. It would also be a great way to confirm a new client has been able to access their portal.

It would be nice to see when the last time the client accessed their portal, just to see if they are acknowledging the tasks we've sent them or not. Right now, as far as I can see, there is nothing like that featured anywhere.