Soldato
Strange request but I have seen more obscure things answered here so thought I would give it a shot 
Im after a client portal (for an accountancy practice) that has an online section for each client with their own log in and a place to store documents (mainly year end accounts and tax returns) I would also like a facility to send the client an email with a link to the documents so they can review them and get back to me.
I believe there are a few things out there that do this but as yet I haven't been able to track any of them down. I have spoken to a fellow accountant who said they used such a system but wouldn't divulge what the software was.
My website is ran off wordpress so any integration for that would be great.
Thanks.
Im after a client portal (for an accountancy practice) that has an online section for each client with their own log in and a place to store documents (mainly year end accounts and tax returns) I would also like a facility to send the client an email with a link to the documents so they can review them and get back to me.
I believe there are a few things out there that do this but as yet I haven't been able to track any of them down. I have spoken to a fellow accountant who said they used such a system but wouldn't divulge what the software was.
My website is ran off wordpress so any integration for that would be great.
Thanks.
