Xero HQ | Document portal (without e-sign)
Ability to send a document to a client through Xero portal, without requiring a signature. I use the Document Packs to send tax returns and financials to clients. It would be good to be able to use this function to send packs to clients that don't need a signature.
For example: securely sending a notice of assessment to a client through xero, or sending copies of tax returns to clients that have already signed them in person.
Rebecca Palmer
shared this idea
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Mandy Roger
commented
Please can you let me know when draft documents can be sent securely prior to making changes & uploading final documents for approval?
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Renee Wakeling
commented
Would be great to have this functionality. More and more clients are wanting documents only sent via a secure portal. We previously used MYOB Portal and it was fantastic for sending & receiving documents even if they did not require signature. Clients expect this level of security & flexibility. Feel this is a critical service that leading software should provide.
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Kim Aisbett
commented
Would be great to have this functionality to better service our clients.
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Gayle Prowse
commented
MYOB Portal was fantastic for sending & receiving documents even if they did not require signature. Clients expect this level of security & flexibility. Xero definitely needs to catch up.
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Jodie Hill
commented
Would also be great to have a client portal where clients can send you documents securely. Handisoft, MYOB & CCH all have client portals where they can upload documents.
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Carolyn Howard
commented
More and more clients are wanting documents only sent via a secure portal rather than redacted documents via email. I used the MYOB portal for years and it was an excellent feature. Clients can also upload documents from their end too. Gives them peace of mind about the transmission of their sensitive information. Fingers crossed XERO can add these features or at least the document upload from our side for NOA's etc.
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Emily McCahon
commented
It would be great to also be able to include people in a document pack that don't need to actually sign anything, but do need to see reports e.g. management reports that are sent with the BAS which gets signed by a different person.