All ideas

In a client’s file area, she used to be able to sort the screen by more than one column. For instance, she could sort by document type, and then sort by year, without applying any filters. This seemed strange to me as I’ve always only been able to...

Would it be possible to add a field for the client’s name when they upload a document using the permanent request files link? We often don’t know who is uploading the document and have to hunt down who the file is for.

Would be nice to be able to select multiple projects from the projects search window and delete multiple projects without having to open the project to delete them. For example, our users have create a bunch of "test" projects, I want to delete th...

Would like to see a systems wide installer for ichannel desk that can be used in VDI / Citrix preferably installer should install to c:\Programs Files\iChannel-DeskMay a a ini or cfg file is written to the users profile path and loads settings whe...

Creating Routing Sheets is currently done from the individual Entity that the file needs to be submitted to. Toukan creates 100's of routing sheets a day and having the ability to create these Routing Sheets from Routing or a centralized location ...

For the file display area, put the links in the header on the other side, make them bigger, or just remove them entirely. More often it confuses people. Put the gear symbol on the header of the file display area so it is larger and have commonly u...

Clients would like notifications/reminders to be more customized. Instead of just going out once, maybe give a reminder a week before something is due, then another one 3 days before and then another everyday until the document is received. Client...

Enhancement, allows users to set their preferences when they log into their Portal to have the first page that appears be eitherSubmit Files Publish Files Request Files Clients often are not able to locate files due to looking into the incorrect n...

Enhancement to have when a client clicks the Submit Files navigation link, the Pending, Accepted, and Deleted filter buttons can be sticky. Users could set their preferences and how many filters to have enabled and those will always be set enabled...

Per Dopkins: Safesend is a portal-like site that allows us to e-deliver tax returns to our clients, and to upload or e-sign documents back to us. What we would like to put in place is when a taxpayer e-signs their e-file authorization form, to hav...