Can a link expire after a deadline?

Yes. Expiration is set per link and can be combined with revocation or maximum views.

Can we find all files for a client?

The CRM relationship and file index connect available attachments and shared assets to the contact.

Does the product replace a client portal?

It provides controlled browser links and access history, but firms with dedicated portal, data-residency, or regulated-workflow requirements should evaluate those systems separately.

SolutionsAccountants

Make client document requests and approvals easier to finish.

Share controlled files, keep client history together, track document activity, follow up on missing items, and collect signatures with a clear completion record.

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Year-end review.pdfA controlled link for Priya Desai

Link expiration

7 days

Viewer sessions

Limited

Viewing and downloads are allowed.

Missing client documents

Create a checklist of required files and review what still needs to be returned.

Engagement letters

Prepare the agreement for signature and check outstanding signers.

Client review dates

Set a reminder or prepare a check-in for the date agreed with your client.

A more organized client communication process.

Bring review correspondence, controlled files, and signature requests into an organized client workflow.

Share review documents with the right access.

Create recipient links with the expiration and download settings the review requires.

Complete the engagement with a signed record.

Assign approval fields and retain the completed agreement alongside its signature evidence.

Make it part of your day

Make your next handoff a controlled link.

Upload the file, prepare access for one recipient, and decide how long the link should stay available.

Share a controlled document Prepare your first document link

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What you can do

Secure statements
Access expiration
Client files
Signature requests
Completion records
Retention controls

When the project changes

Review the people who still need access. Adjust each link independently and close access when the work is finished.

Good to know

Whether a link is appropriate for tax, financial, or regulated personal data depends on your security, contractual, professional, and jurisdictional obligations.

Email tracking and document viewing do not prove that a client understood or approved a statement.