Allowing more than than one email to be linked to OT Portal.

Comments: 26

• 01 Jun, '18
  Karen Fourcade

  I agree with the linking of more emails. You have multitude of contacts within one company. Always having to change emails to be able to send different people documents from the portal.

• 01 Jun, '18
  Carol Johnson

  Yes! For example, it is confusing when the the 'husband' is the contact on the front page of the Contact tab, but the email address preferred for the Portal is for the 'wife'

• 04 Jun, '18
  LaFonda Merrick Merged

  Can't tell you how many times I have gone "sheesh!" because the husband wants one thing from the portal and the wife wants another thing.

• 05 Jun, '18
  Carol Johnson Merged

  Most important to allow the spouse's email to be the one linked to the Portal

• 07 Jun, '18
  Meredith

  Absolutely. We need to be able to have the alternate contact be the portal user for the account.

• 05 Jul, '18
  Craig Cody

  The ability to see if the email has an attachment without opening the email

• 11 Jul, '18
  L. Maulo

  Yes, please.
  Most of our small corporation and non-profit clients have 2-5 people we need to contact regularly, each with his/her own email address and phone number. And, many of our 1040 clients where each spouse has 2 or more email addresses &/or phone numbers in regular use. Searching for these can be very time consuming.

• 17 Jul, '18
  Isabel Goldberg

  It is critical to have flexibility in the portal to be able to give multiple individuals access to each client, and allow each of those individuals to access multiple clients' portals, with the rights being different for each. If 4 people are owners of a entity & 2 of them are owners of a 2nd entity which also has a 3rd owner, & all 5 are individual clients, they should each have an individual portal login that will allow them to access their individual account & only the entity(ies) they own.

• 27 Jul, '18
  Melanie Lecat

  It would be easier for my business clients who have multiple entities and have many employees sending different documents. Currently I have to set-up each person separately and link through relationships and notes.

• 31 Jul, '18
  Gina Merged

  Or other contacts - client's bookkeeper for example.

• 08 Aug, '18
  Kevin Wells

  I agree, the most important thing is better ability to control portal user rights for portal users and multiple people to have access to one portal folder for a business or a joint return for example.
  
  The option for multiple email address when sending emails to contacts, such as emailing invoices or statements to a bookkeeper or sending copies of tax returns to owner, or simply emailing husband or wife without having to click back through email or contacts tab to find alternate email address.

• 10 Aug, '18
  Linda Roberts Merged

  Yes!!!!! Maybe we could have the option of which one to upload to? On a MFJ return, with the wife 2nd on the return, we have to put her email address on the contact under his name and vice versa on the spouse contact because she's the one that wants all the correspondence. Then when the organizer goes out, they always cross out the email address & tell us to switch it.

• 21 Aug, '18
  Mark Todd

  I'd go one step further and add a secondary address as well. Billing addresses often differ from the business location.

• 11 Sep, '18
  Matthew Lincoln Merged

  I imagine this one is complicated, but it a great idea. Allowing multiple users access to the same set of portal docs for a bunch of reasons. Great idea.

• 11 Oct, '18
  Leilani E Elias Merged

  This is why you need to use username and file folder to have multiple people access 1 document

• 23 Oct, '18
  Ronald Wolfe Merged

  A complete waste of valuable time to have to either change the email to the spouse's email so that he/she can retrieve documents from the portal.

• 24 Oct, '18
  Dean Holland

  Sending invoices to the main contact is not always desirable. There should be a default billing email contact so when emailing invoices you don't have to override the email to the Accounts Payable contact

• 20 Nov, '18
  SUERISCHE VILLAROSA

  It will be nice to have more than one email associated to the account for purposes of Mail Import. Sometimes, husband and wife would email us, but only emails from the husband gets imported via Mail Import because there's only one email to be associated to that client account.

• 21 Dec, '18
  Isabel Goldberg Merged

  This should be a bare minimum. Even better would be the other suggestion about allowing multiple emails to be associated with an account (ie controller, attorney)

• 04 Jan, '19
  George Murphy

  running on a terminal server Windows 2008 R2 Standard unit... once we updates to this version that has the splash screen a user has been having issues with the load time of the program....... not sure how related yet.... any one else having issues?

• 22 Jan, '19
  Jason Russell Merged

  YES we NEED this feature as well. It causes a lot of hassle in our office especially for couples who do not share an email address. Our office has called and asked for this for years.

• 12 Feb, '19
  Admin

  "Synch "Spouse" email to portal " (suggested by Alison on 2018-06-01), including upvotes (142) and comments (9), was merged into this suggestion.

• 13 Feb, '19
  Sophie

  There is already a way to do it.
  Go to Billing Tab
  Invoices
  Select 2 wheels: Contact Invoice Settings
  Text Option
  in the box where is already an email, delete that and add additional
  Click on 3 dots ...
  Click Add
  and Close
  
  Next time you email this person it will go to all emails that you have added.

• 01 Apr, '19
  LaFonda Merrick

  Ok, today took the cake. A client wants to sign via esignature, her email is on the portal, for HIM to sign as well, I have to put his email in as the main email, because he is first on the tax return. We need to be able to link the spouses email to the portal if we want to use e-signature.

• 03 Apr, '20
  Patrick Fields

  Any update on this? Been "under consideration" for a long time.

• 05 Jan
  Moderator Admin

  The firm Portal now allows for tax payer and spouse to share a portal but maintain their credentials separately. Basically, we allows multiple users access to one or more portal accounts. This is available on versions 3.4 or newer along with many other new features, see below.
  
  Available Now on Firm Portal
  
  Sharing of Invoices NEW (Released December of 2020)
  Receive APX Payments New (Released December of 2020)
  Brandable Subdomain
  Brandable login page and Favicon
  Document Transfer
  Multifactor authentication
  Automatically downloads portal documents to your clients document tab
  Allows multiple users access to one or more portal accounts
  Perpetual Document Retention
  Unlimited Document Storage
  Mobile Friendly