XPM - Add a new Client Information link
Requesting a feature that auto-populates client info in XPM via a secure link that we can send to the client, allowing admin team approval, enhancing privacy for sensitive data like TFNs, and reducing form completion errors
Simone Pavitt
shared this idea
Hi team, we appreciate your involvement in Xero Product Ideas and letting us know the value of this idea for you. While it's not something we have direct work for atm, we'd like to get a good sense of the interest by continue to track through the community here. We'll update if there's any news. Thanks
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Simone Pavitt
commented
with all the compliance issues these days, this is such a great idea!
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Brian Koehler
commented
Some sort of link for each partner so we can have clients sign up with us directly from our website. Alot of my clients sign up for all my services from a link on a website. This would be very beneficial in my opinion. See this one for example with zoho books.
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Samantha Davenne
commented
This is a fantastic idea.