It would be helpful to add a "View as Client" functionality for advisors, allowing us to see exactly what the client sees. This was a feature in our previous document portal, Intuit Link, and it helped us better understand the client experience.

Currently, we’re in the dark about what the client views, which can be frustrating when they ask questions about features or functionalities that we aren't aware of. Having this functionality would enable us to assist clients more effectively and ensure we are on the same page with them regarding the portal’s capabilities.