iPhone / Android app
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Amanda Aparicio
Merged in a post:
Client-facing mobile app with more native features
C
Craig Hendrix
A dedicated client-facing mobile app for the Client Portal — with more native capabilities than the current mobile-browser experience (notifications, document upload, requests, messaging) — so clients can engage with the firm from their phone without going through a browser.
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Laura Jensen
This would be fantastic and also probably really help client adoption since it would be easier to navigate. I just spent an hour and a half with a client resolving issues with accessing the portal through the browser, and the bombardment of emails is overwhelming to other clients.
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Samantha Stanton
Yes absolutely - finding that most people are using their phones more than another device
A
Alicia Campbell
Yes, lack of app is starting to become a real issue for me as well. I need chat and upload functionality from app. I left Client Hub for the other features, but finding I can't live without an app much longer. I also need the app for managing apps and projects. I have to carry a notebook to record to do's and add them to Financial Cents on the desktop later. Not efficient at all.
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Stephanie Boucher
I'm also thinking of leaving for Client Hub because of the lack of a mobile app client portal
Amanda Aparicio
Merged in a post:
APP TO SECURLEY UPLOAD DOCS
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Danielle Smith
A PHONE APP THAT ALLOWS SECURE UPLOAD OF DOCUMENTS DIRECTLY TO FC CLIENT FOLDERS WITHOUT STORAGE WOULD BE AMAZING!
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Taylor Gavigan
I love FC but I am looking at other platforms solely because FC does not have a mobile app. I truly believe it's causing a lot of friction with my clients as far as getting documentation and communication.
Amanda Aparicio
Merged in a post:
Create an FC App
E
Erika Ketchum
Please create a secure app to be used when on the go
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Sonya Triplett
Yes, mobile app would be great for clients on the go.
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Tanya Goodwin
An app with task lists would be so helpful for my clients
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