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  1. AU TAX - Send tax returns to clients directly through Xero Tax

    6 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Bianca Argyropoulos commented  · 

    We have received feedback from clients on the difficulty of them having to set up a ‘free account’ to login and view their documents and expressing that it is not user-friendly program to use.

    The video isn’t clear and the instructions within the template that is sent out can be quite complex to navigate.

    We receive numerous daily phone calls on how to create a free account and end up needing to cancel the document packs (already paid for) and have to resend to them via another portal or via email.

    Please look into and make more user friendly for clients. It is creating a lack of productivity and clients are frustrated with the process.

    Bianca Argyropoulos supported this idea  · 

  2. Xero sign - Simplify client login for signing documents

    5 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Bianca Argyropoulos commented  · 

    We have received feedback from clients on the difficulty of them having to set up a ‘free account’ to login and view their documents and expressing that it is not user-friendly program to use.

    We receive numerous daily phone calls on how to create a free account and end up needing to cancel the document packs (already paid for) and have to resend to them via another portal or via email.

    Please make more user-friendly for clients and fix as a priority! It is creating a lack of productivity.

    Bianca Argyropoulos supported this idea  ·