Capability
A clean handoff instead of a scattered email thread.
Give a professional access to the records they need, track what they have asked for, and close the requests inside the workspace rather than across a month of messages.
What you can do
- Grant and remove access for an accountant or bookkeeper
- Track outstanding information requests
- Share an organized export for a specific period
- Keep the handoff history with the records
A first-time business owner sends one organized handoff instead of forwarding forty attachments.
AccessControlled
Requests open2
Shared periodSelected
HistoryRecorded
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