Sound familiar?
- Clients rarely use the 'Attach Documents' button -- they tend to send documents directly to email instead.
- Practice owners say they can't get clients to use the client portal for communication at all.
- Even with a portal in place, there's often no clean way to save the documents clients submit where they're needed for bookkeeping and record keeping.
What early access looks like
Early access members will get a single no-login link clients can drop files into directly from any device, so documents land in the right client file automatically instead of scattered across email.
In their words
my clients rarely use the 'Attach Documents' button; they tend to send documents directly to my email instead.
Although I cannot get my clients to use Client Hub (yet) for communication...
Not able to save documents to a portal that clients need to submit for bookkeeping and accounting for record keeping
Get early access
This product doesn't exist yet. We're validating demand before we build anything. If there's enough interest, early access members will be the first to try it and will help shape what gets built — at no cost now, and no obligation later.
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