Personalizar el portal del cliente

Puede activar o desactivar determinadas opciones para sus clientes. Si decide activarlas, los clientes tendrán acceso a funciones adicionales en la página principal de su portal y en la app para clientes. A continuación veremos qué opciones puede poner a disposición de sus clientes.

Nota

All changes made to the client portal settings will be reflected on the Activity feed page.

Pagar por adelantado

Let your clients pay in advance to have credits on their account — so that invoices can be paid the moment they were issued. If the Prepayment feature is enabled, your clients see the Make prepayment link in the Quick links section of their dashboard and in the mobile app. Learn more about how to manage prepayment settings .

Carga finalizada

Al utilizar esta función, proporcionas a tus clientes una forma fácil de avisarte de que han terminado de subir todos los documentos requeridos. 

When you enable this option, the Done uploading button appears on the client portal Home and Documents page as well as in the mobile app. Learn more on managing uploading settings .

You can also enable the I’m completely done uploading checkbox in the document upload menu. This allows clients to select a checkbox in the upload window to notify you when they have finished uploading their last requested document. Here’s more on uploading settings . 

Renombra documentos automáticamente

You can save time processing client-uploaded documents by enabling renaming documents via TaxDome AI in the appropriate section of  Settings > Firm settings. If you enable this feature, TaxDome AI will analyze documents that clients upload and rename common ones (such as US tax forms, passports and driver’s licenses) using the format [YEAR_FORM_NAME]. More on TaxDome AI .

Reservar cita

You have the option of letting your clients book appointments with your team directly through the portal. Once the booking service is set up in
Integrations, your clients will see the Book appointment option on the Home page of their portal. More on setting up appointment tools . 

empresa anuncio

You can add an announcement to the client portal. Once added, it will appear on the client’s web and mobile Home page, as well as in notifications each time the client logs in. Learn more about firm announcements .

Nuevo chat cadena creación

By default, clients can initiate new chat threads like team members, either from the client portal or mobile app. If this feature is enabled in the client portal, your clients will see the  New chat button on the web home page on the Chats & tasks page and the Message firm button in the client mobile app.

However, sometimes, it is undesirable because clients create new chat threads instead of replying to the current one. You can disallow clients from creating new chat threads by going to  Firm settings > Chatsand toggling off Allow clients to create new chat threads. This way, the button will be hidden. 

Creación de organizadores

You can allow your clients to create organizers from their portal. Since organizers are always based on templates, it’s up to you which templates should be available for the self-service. If you have enabled this feature for at least one organizer template, your clients will see the New Organizer button on the Organizers page of their portal. 

Learn more about enabling clients to create their own organizers .

Trabajo en curso (estado de cara al cliente de trabajo)

You can allow your clients to track the job progress by using the client-facing job statuses. Moreover, you can automate updating these statuses to ensure it is always up-to-date. This way, you can eliminate the need for calls and messages with updates. If you enable this feature, your clients will see the Work in progress section in the web portal and the mobile app. Learn more about client-facing job statuses .

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