Feedback

On the client portal in the documents section, under the header it reads "Select which business you want to view documents for." There are instances where there could be business and individual person or family client records. Can you reword this text "Select which business you want to view documents for" to something like: "Select which record you want to view documents for." Thank you!

It would be beneficial to include a timestamp whenever a client uploads a document. We often receive multiple uploads throughout the day, and without timestamps it becomes difficult to determine which batches have not yet been reviewed.

It appears that file types other than PDF throw an error when trying to preview in the portal. It would be really convenient if commonly used file types such as Excel (.csv & .xlsx) and Word (.docx) could be previewed.

Kindly update your system during non-peak hours. I am refreshing to upload or use FC nearly 5-6 times per day

Have the ability to see what your client sees when accessing the Financial Cents portal

We are very happy that now the client task deliverables upload to the project files. What is really needed is the ability to download all uploaded items. To download individual items is very inefficient. See my snippet I have attached.

Track what actions your clients are taking while they are in the Financial Cents portal. In this first iteration, we'll focus on tracking whenever a client views the client tasks.