Select and send
Choose the document and recipient. Access is arranged as part of eligible sharing and messaging workflows.
YOUR FIRM. YOUR CLIENTS. CONNECTED.
Make the next step
easy for your client.
Keep documents, messages and invoices within reach through a dedicated client portal.
FROM YOUR WORKSPACE TO THEIRS
Share with a clear next step.
An email points the way
Clients receive a clickable link and a copy-and-paste option, reducing manual firm-name and access-code entry.
Review in the portal
Clients can open the information your firm makes available to them, including sent invoices.
CONTROL THAT FITS THE WORK
Send again when you need to.
Reshare a document as often as needed. Each send has its own record, and document shares can be withdrawn individually.
Links and grants have validity limits. A fresh link may be needed when one expires or has already been used. Check the recipient’s email before sending and ask clients not to forward access links.
Withdrawing portal access cannot retrieve a copy a recipient has already downloaded.
Issued invoices can be sent to the portal. Viewing an invoice does not itself process payment.