Topics started by ksquared5

1 Topic

ksquared5
Advisory Board
ksquared5Advisory Board

Client Portal OptionsNew

Iā€™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.Ā 

3
Michael
1 year ago

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