Firm Feature Requests

After selecting the annual tax planner prompt when typing in the year field, the section collapses when you enter the first digit. You have to expand the section to be able to enter the year.

On the meeting brief, it would be helpful if we had the ability to share a summary and the agenda with the client directly in the portal. Right now, after I generate it, I am sending it to claude to create the agenda and then sending it to the client.

We added a link to the Harness Insights documents to the client portal. We need the same link in our advisor portal as we often reference these documents and send them out to clients.