Client Portal - Frustrating
While the client portal is great, for the accounting firm it is incredibly frustrating not being able to have access. Yes, we can see what is in there, but documents are being input under 2025 Tax year instead of 2024. Why is that even an option? Also, we had a client upload documents that did not appear in Gather AI. If they are uploading directly to the portal, how are we to keep track of what all these documents are going? It is also a lot of steps for firms to even get to where we can see the portal. I am finding it very difficult to support our clients with this tool because we have such limited access. This portal needs a lot of rethinking and redesigning to be efficient.
Comments
Agreed...would love to be able to drag and drop items directly into a portal and access all my clients with one click
very difficult not being able to see the portal or even alist of who has a portal. all we can do is see that they have activated it in client managment.
By the way - anyone that can access your portal link can create a portal - even if their email is not in your system.
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