Answered
PORTAL - Folders for multiple entities on the client's side
We have many clients with multiple entities using one email for all entities (for example, the same person is responsible for 10 LLCs). It would be super helpful to be able to create folders inside the portal (on the client's side) to separate the files for each entity. Right now, everything is showing together inside the year folder, and everyone hates this.
Comments
Hello Tami,
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.
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