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Identify which contact gets Client Request

NicoleCPA
NicoleCPA Posts: 4 ✭✭

Some clients (such as a business client portal), have two different email addresses for different individuals who access that portal (i.e. an owner and an employee/bookkeeper). There should be a way to specify to WHICH of those I am assigning a client request... two examples: 1) to the bookkeeper: upload the annual financial information (or copies of payroll returns), or 2) to the owner: review uploaded draft of the tax return. Especially when reminders are set, it looks foolish to the client to get a reminder as a person who has no responsibility to complete a given request.

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Comments

  • JohnThrives
    JohnThrives Posts: 177 ✭✭✭✭
    I think as a temporary workaround is to create sub-portals under the main portal.
  • NicoleCPA
    NicoleCPA Posts: 4 ✭✭

    I'll have to look into this. I did not know sub-portals were a thing.

  • JohnThrives
    JohnThrives Posts: 177 ✭✭✭✭
    It's not. It's actually a whole separate portal and you link it as a connection.
  • 123
    123 Posts: 18 ✭✭

    This is a critical feature, especially for business clients, as you mentioned. (though it may also be beneficial with married taxpayers) Most of the time, business owners don't want to be bothered with administrative tasks, and they shouldn't be receiving notifications re tasks meant for secretaries, etc.

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