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 discuss...

practice management

kim.taylor

Valued Supporter

2 months 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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