I think allowing multiple clients for plans would be good, especially for mortgage plan which more than likelt have two people on the plan. this would save having to put the plans on for two seperate clients.
Please authenticate to join the conversation.
Completed
Feature Request
Plans
Over 2 years ago

Beth Somerfield
Get notified by email when there are changes.
Completed
Feature Request
Plans
Over 2 years ago

Beth Somerfield
Get notified by email when there are changes.