Guest Portal
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Noelle Heddle
A portal that receives uploads only like a guest portal for prospective clients or collaborators of clients that the client doesn’t want them to have access to their portal. Prevents creating clients for people we may only hear from once, reducing workload on our end of creating the client.
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Seth Norris
I wish I could upvote this more. I'm paying for Encyro for e-signatures and having to use them as my guest portal. When we quote tax returns, I always ask for the most recent filing and it's a pain to have to set up a client and a project and send a request for someone who may never even upload anything.
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Noelle Heddle
Seth Norris I am using Cognito Forms and have a upload option that zapier drops to an "Uploads" folder on our firm SharePoint. We then pull it from there to do whatever we need with. Steppy but may save you $$