Answered
Client Portal - PLEASE RENAME!
We use CCH and they have used the term Client Portal for years. Having two systems with the same wording is causing us tons of phone calls, confused clients, and head aches on both ends. PLEASE rename this!
Comments
Hello Sarah,
Thank you for your feedback! We have submitted this as an enhancement request to our Development team. These requests are reviewed and, if accepted, will be implemented. These changes can take some time to complete.
Agreed! We're using "dashboard" when necessary with our clients because we too, have a portal already in use.
Client Dashboard - Client Hub - - - ANYTHING but Client "Portal"
We agree! Please change the name. We already have the CCH Portal, and it is too confusing for our clients.
Please sign in to leave a comment.