Richard Eddy Releasing this weekend. Onboarding Form + Client Portal + Improved Doc Extraction

Austin Hunt: polishing and testing now. Releasing over the weekend!

Richard Eddy: Client portal being worked on now. Targeting deployment at the end of this week (12/19). It is very possible that leaks into next week.

Part of this deployment will include the ability to invite clients to the platform. At a minimum, there will be a document upload option where clients can upload documents that you can then use the extractor to populate the plan. I can't promise a full onboarding form as part of this deployment but it will be a part of the next weeks deployment if it's not in this weeks. (Keeping in mind Christmas is part of "next week")