New LockBox Feature - Spouse or Additional Contact Notification

We have added a new feature to the lockbox client portals that allows the addition of a spouse or secondary contact in the main lockbox contact account.

The ClientWhys lockbox allows Tax Accountants unlimited client portal accounts with no file size limitations to make it quick and easy to securely share documents with clients.

Now, when a document is loaded, you can notify both the primary accountholder and additional contacts that a document is ready for review. This was a requested feature, and we are going to use this information for future enhancements in regards to appointments and due date reminders.

Current lockbox users can access this feature from the Update Account link within the lockbox.

If you are interested in doing a test run of our lockbox, please call us at 1.800.442.2477 x3 and we will get you started.

  • Lee Reams II

  • I am a marketing junkie who has spent the last 20 years developing and executing "best in class" word-of-mouth marketing campaigns. With over 10,000 happy clients I think we are on to something. The explosion in web marketing and social media have redefined the way independent professionals market their practices. Follow my blog to see if you can take some of our actionable ideas to market your own practice.

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