Client Portal Options

Related products: Platform & Integrations

I’d love the client portal to be able to have the option drop in documents somewhere. Like client bank statements or anything similar instead of files flying all over creation. Having one location for everything on the client side has always been something I desperately seek. 

You’re speaking our language @ksquared5 We’ve been thinking about this a fair amount as a way for your clients to share receipts, bank statements, random files that could be securely and easily shared without having to go to email, a document portal, or yet another tool. One follow-up question, could you share a list of the documents or file types you’d want to upload?

Absolutely! PDFs would be a great start! Eventually maybe csv’s, word-excel files/google files

Awesome, thanks @ksquared5 super helpful :)