All ideas

Document requests via secure upload link

It would be really useful to have the option to send clients a secure magic link to upload requested documents without having to register for the Client Portal. Please consider to add the option to send clients a secure upload link when requesting documents, without requiring portal registration. The link would show what is requested, accept uploads, notify us, and ideally track outstanding items. Some clients do not want to use a client portal, and for some, this becomes a genuine barrier to working with the practice. This option would improve client experience and accessibility.