Client data page - useful information, reference numbers
It would be helpful if clients had a section in their own workspace containing their data, ie address, phone number, email address which links to Central so they can see at a glance we hold the correct information for them. Additionally lets include some useful information, ie their UTR, NI number, CT and personal liabilities due, due dates, how to pay info and reference numbers - perhaps this section can link to HMRC in a similar way the VAT accounts do. This information is most commonly asked by our clients and can take up valuable time by us providing it.
2
votes
Caroline Hoare
shared this idea
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Cara Cole commented
This would be very helpful