Replies posted by Steve Griffin

1 Reply

S
Steve GriffinNew Decimal

Operational Client PortalNew

Hi Michael,Thanks for the quick reply. Would be great to be able to upload workpapers, financial supporting docs, bank statements, schedules etc. - would also be great for clients to be able to upload, and to be able to request specific docs from the client, and provide them a place to upload per the request.PDFs, XLS, DOC, PNG, JPG - this would be a great start!All the best,Steve Griffin

5
Michael
8 months ago

Badge winners

Show all badges
Terms & ConditionsCookie settings