This would be great for EOD as well as EOG. Currently there is a way to save employee level documents and onboarding level documents in the client and employee profiles, but to my knowledge there is now way to save client level docs in general. Examples- client sent us a tax notice, would be great to upload that for reviews when needed, rate changes, service agreements (if we wanted), letters of absolutions, client acknowledgement letters, etc. This would be great for long term client and data retention. Since we already pay for data storage, i'm surprised this isnt an option already. From the clients standpoint it would be great if they could upload tax rate notices they get into EOG and then we are prompted to review/confirm on our end as we update if needed.
| Product (Apex) | Employer on Demand |