Client Access
Your secure workspace
Clients receive a dedicated shared workspace for document uploads, requested records, roadmap files, and signed documents. The platform used depends on the cloud option chosen during onboarding.
How access works
- → You will receive a secure invitation or link after onboarding
- → Access is tied to the email address provided for the engagement
- → You may be asked to sign in through Microsoft or Google, depending on your workspace
What you can expect
- ✓ A clear document folder structure
- ✓ A checklist of requested records
- ✓ A place for roadmap files and signed documents
Need help getting in?
If your invitation link does not work, or you are unsure which email address was used for access, contact me and I will verify or resend it.