Could a section be added to the Contact page to display the client’s current address? This would give advisors an easy place to reference the address and confirm that the information is correct when preparing tax returns, without having to search through other areas of the portal or client documents.

It would also be helpful to have a separate field for the client’s preferred name.

Currently, it can be difficult for advisors to remember what a client prefers to be called, particularly when the legal name in the portal differs from the name the client uses day to day. Updating the contact's name isn't an ideal solution because it would also change the name that appears for signature purposes on forms.

A separate Preferred Name field would allow advisors to easily see how the client prefers to be addressed while keeping their legal name unchanged for documents and signatures.