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  1. Sending Tax Returns and Documents to Clients Via Xero Software

    1 vote

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    0 comments  ·  Practice tools  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Bianca Argyropoulos shared 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  ·