Being able to use the same email address for the portal for individuals and Business
A lot of clients have the same email address, so if I was wanting to activate a portal for the individual and then one for the business they would have to have 2 portals and 2 logins, which is not convenient for them.
Admin
Rob Millen
May 29, 2025
Unfortunately there has been a delay to this request being actioned, but we are still treating it as high priority. Sorry for the inconvenience caused by the delay.
By way of a workaround, we often advise customers to use alias email addresses. So if the email address used for the Personal Tax client Bob Smith is bobsmith@gmail.com, they can use bobsmith+abc@gmail.com for their ABC Limited company affairs. This email address will work as a separate login for the portal, but emails will still go to the gmail inbox. Not perfect but has proven useful for some users.
Please note we are working on a solution that will allow email addresses and Contacts to be shared across multiple clients. We hope to enable this as soon as possible.
We definitely need them sorted, as I have clients who has 4 different businesses and uses one single email. I am unable to ask the client to set up 4 different portals for all his businesses as this is not professional and the client is not ready to do it either.
Unfortunately there has been a delay to this request being actioned, but we are still treating it as high priority. Sorry for the inconvenience caused by the delay.
By way of a workaround, we often advise customers to use alias email addresses. So if the email address used for the Personal Tax client Bob Smith is bobsmith@gmail.com, they can use bobsmith+abc@gmail.com for their ABC Limited company affairs. This email address will work as a separate login for the portal, but emails will still go to the gmail inbox. Not perfect but has proven useful for some users.
We are planning to enhance the portal function in Feb 2025 to allow for one set of login credentials to access multiple clients within the portal
Please note we are working on a solution that will allow email addresses and Contacts to be shared across multiple clients. We hope to enable this as soon as possible.
We definitely need them sorted, as I have clients who has 4 different businesses and uses one single email. I am unable to ask the client to set up 4 different portals for all his businesses as this is not professional and the client is not ready to do it either.
Thanks Lucy, we understand how frustrating this can be and we are looking at how we address this.