Client Resources Page
J
Jenna Yuill
The ability to Post notices on the portal - like upcoming office closures etc. Also with a way to push a notification to all clients
Log In
Amanda Aparicio
Merged in a post:
Main Firm Homepage for Clients to see
S
Stephanie Ramirez
A landing page for client for our firm, where we can put things for all our client, hours, announcements, things that are needing to be sent to all clients but could be instead placed on a landing page.
Amanda Aparicio
Merged in a post:
announcement feature on the client portal
Amanda Aparicio
when client log in or notification is pushed to GROUP of client with announcement. (or All??)IE: Our office will be closed for Holiday, please send payroll reports by xxx.