Client Portal Access through an App
J
Jacob Bryant
Would like to see the client portal being accessed by my clients to upload documents without having to be on a desktop, rather through their cell phones.
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Canny AI
Merged in a post:
Clients Want an App
A
Angela Yanes
It would be AMAZING if there was an app that allowed them to access the portal easier with FaceID maybe! We have had clients ask if this was something that Financial Cents offered. Even though the website is super simple, everyone loves apps more