Block Inactive Clients from Accessing the Portal
Amanda Aparicio
If I mark a client profile as "Inactive", then I no longer want them to be able to interact with the Financial Cents client portal for that client portal (e.g. they shouldn't be able to view folders, upload new documents, or start new chats).
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Ronnice Terry
I agree. We need inactive clients to be able to view their documents in their portal, if needed (they still need to be able to view/download their prior tax returns), but I don't want them to be able to upload anything once made inactive. We currently try to remember to uncheck that box, but automating that process would be so much easier.
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Lindsey Denson
I would love this! In the meantime, I have been adding a * in front of the client's email when I mark them inactive to block them from accessing the portal
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Kris Byers
I get duplicate clients in FC frequently. (I create one and then later it syncs to the QBO for that client and creates a duplicate.) I have a process for checking/fixing this, but the inactive client account still shows in the client portal - the client sees two of themselves. Inactive clients should not show in the client portal please.
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Delbert J. Smith CPA PC
Are there any plans on implementing this feature? Past clients should not be able to access the client portal.
Autopilot
Merged in a post:
Revoking Client Access (when no longer a client)
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Delbert J. Smith CPA PC
When you mark a client as "inactive", it should revoke client portal access. It appears to only benefit internal workflow management rather than blocking portal access.