sharyn.evans8's avatar
sharyn.evans8
Active Interactor
12 days ago

Client Portal for accountants\referral partners

Hi lachlan.fuller​, we're wanting to expand on our use of the Xplan client portal and open it up to accountants\referral partners so we can securely share client information with them. Recent discussions have identified that the previous professional adviser portal that was available is no longer supported so the only solution would be to create the Accountants as their own "clients" in Xplan- meaning they will exist as both clients and professional advisers and need to be updated in two separate records if\when changes are required.

Is there a better approach to this? We want to use the portal to share EOFY reports etc with these entities in a secure fashion and the portal seems like the logical place to do it, but I'm not keen on maintaining two records in order to do this.

Wondering if further development of this is already on the roadmap?

practice management

2 Replies

  • lachlan.fuller's avatar
    lachlan.fuller
    Icon for Iress Contributor rankIress Contributor
    12 days ago

    Hi sharyn.evans8​ ,

    Thank you for the question and the background.  There are a couple of elements to consider here:

    1. How can we effectively share documents in a secure way with third parties?
    2. How can we manage how the visibility of clients is defined against the third parties?
    3. Do we want all documents shared with the third party?  Or just a selection?  And if it is a selection, is it just using the identical sharing permission as the client?  Or should a separate visibility filter be provided?
    4. Should third parties be able to interact with documents, leave comments, upload their own?

    Currently the way that you've identified

    so the only solution would be to create the Accountants as their own "clients" in Xplan- meaning they will exist as both clients and professional advisers and need to be updated in two separate records if\when changes are required.

    is the most appropriate, even if it's not an ideal workflow.  I agree there can be a better approach.

    Let me take this away to discuss further with our team.  We have mapped out a number of items for Client Portal that users have been asking for (improvements to Portfolio and Balance sheet screens, additional information such as Income, Expenditure, Superannuation, Retirement Income); and are also investigating areas of improvement including the login journey, two factor authentication enrolment as well as improvements to the secure messaging.

    I would like to address this further with you to ensure we're across all aspects of document sharing with third parties.  I'll contact you directly to discuss.

    Lachlan

  • kim.taylor's avatar
    kim.taylor
    Valued Supporter
    10 days ago

    lachlan.fuller​ how far off is the improvement to the login journey? We have clients that have given up using this feature as they get so frustrated with it. It is also not intuitive on how to find documents to be signed. Client's login and see documents in the inbox and go straight to that to view documents and then cannot work out how to sign them from there. Is there a way to make it more obvious from the landing page they need to select 'to be signed'?

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