FOR PROFESSIONAL FIRMS
One portfolio. A clearer picture of every client.
Bring client work into a consistent workflow while keeping each company’s ownership, records and access separate.
A portfolio you can work from
Use the partner dashboard to review client companies, upcoming work and items that need follow-up. Move from a portfolio view into the relevant client context.
Clearer client onboarding
Start with the company’s details and the responsible contact. Existing companies should be matched to their workspace, with access approved through the company’s authorisation process.
The right staff on the right work
Assign responsibilities within your team and collaborate with company owners. Firm membership alone does not grant access to every client’s records.
A portal in your own brand
Explore a branded client entrance with your firm’s identity and separate spaces for clients and staff. Firm subdomains are planned, with partner-owned domains subject to verification and setup.