Customizable Client Portal
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Miller Wallace
It would be nice if we had the ability to customize the client portal. For instance, a client dashboard showing Action Items or Quick Links to frequently accessed areas.
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Ashleigh Taylor
It would also be nice if we could remove or hide parts of the dashboard we don't use! For example if there is no QBO integration for that client, hiding the Transactions would make the Dashboard less cluttered.
Amanda Aparicio
Miller Wallace, other than a "To Do" type list or "Quick Links", is there anything else you're thinking of in terms of customization?
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Miller Wallace
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.
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Noelle Heddle
Amanda Aparicio a section we can provide “quick links” to them.
Amanda Aparicio
Miller Wallace, yes that makes sense -- thank you for explaining!