94 votes

We have a lot of clients that want their bookkeepers to be able to send us the monthly bookkeeping. They also want us to upload their income tax returns to their portal account. There needs to be a way to give the bookkeepers access to certain folders while giving the Client full access. There needs to be a way that the spouse and taxpayer can have access to the portal as well. Or at least be able to choose which one to sync. The portal is the future. I think more thought and R&D needs to be put into the portal. This would have to include the contacts in general at the same time.

Suggested by: D Scott Stabb Upvoted: 04 Feb Comments: 4


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