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![Client Portal Update: Option to Show Client Tasks in Email Notifications](https://taxdome.imgix.net/2023/01/ifpHJEBh-15_11_2021-2.jpg?auto=compress%2Cformat&fit=scale&h=607&ixlib=php-3.3.1&w=1024&wpsize=large&s=b4c4bbb1e981b3617ecd2a95190fefbb)
If you do bookkeeping, payroll or any other work that requires clients to upload documents or perform other repetitive actions on a regular basis, sending a message with client tasks is a powerful tool to automate the process.
Use Case
Client Portal Update: Option to Show Client Tasks in Email Notifications
If you do bookkeeping, payroll or any other work that requires clients to upload documents or perform other repetitive actions on a regular basis, sending a message with client tasks is a powerful tool to automate the process.