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How can we improve the Smartr365 Client Portal?

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4 results found

  1. Nationality

    Please add British Overseas National as an option in the Nationality question.

    3 votes

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    planned  ·  0 comments  ·  Admin →
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  2. Short how to guides for non tech savvy clients

    Can we please have updated how to guides to send to clients - I have just checked how the client logs in and it was last updated two years ago with a process that is not correct. This way we can send a short how to and clients will struggle less

    3 votes

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    planned  ·  1 comment  ·  Admin →
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  3. Client portal notifications

    Clients to be notified e.g documents

    43 votes

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    planned  ·  1 comment  ·  Admin →
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  4. Give clients the ability to add a second applicant themselfs on the client portal

    Give clients the ability to add a second applicant themselfs on the client portal

    58 votes

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    planned  ·  1 comment  ·  Admin →
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