Multiple portal users with security (see description)

99 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.

Done Suggested by: D Scott Stabb (04 Jun, '18) • Upvoted: 28 Jun, '23 • Comments: 4

Comments: 4

31 Jul, '18
Gina
Yes, currently I create a new contact for every person at a client's office that needs copies of documents - and then upload them all one at a time. Having them somehow linked (other contacts?) so that I can choose who gets what files would be very helpful. Portal definitely needs work.
08 Dec, '18
Greg
I agree. It would nice to share a folder with multiple contacts.
14 Dec, '18
Heather
This is a must! We love the changes we're seeing with OT but portal accessibility is imperative. Please upvote this!
05 Jan, '21
Admin
"Portal Access for Taxpayer and Spouse" (suggested by Svetlana on 2018-07-30), including upvotes (16) and comments (0), was merged into this suggestion.