Amanda Aparicio For the Client Dashboard, an announcement section would be nice or something similar. I like the Sidebar navigation on the Client Portal, but would love the ability to expand that some. My clients are looking for a one-stop shop to the extent possible. An example would be a side bar section for 'Financial Reports' where I could save their PDF monthly reports. I know I could add a folder under Documents, but that isn't as intuitive. Also, I would love to see the ability to have clients be able to submit information or make approvals from within their portal. For example, it is common to have a client request a sales commission or bonus be added to payroll. It would be great if there was a form to make this request from within the portal. Another example is adding a new vendor or customer to the accounting system. Typical approvals that are requested from clients are approving a payroll run, bill payment, or sending an invoice. QBO, Bill.com, etc all have some element of this, but my clients want a one-stop shop that is easy to do on-the-go without signing into a dozen different apps if that makes sense.

Amanda Aparicio a section we can provide “quick links” to them.

Miller Wallace, yes that makes sense -- thank you for explaining!