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Colleague document exchange

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  • Ayelette

    Hi Joe,

    Creating a client profile for a colleague is a great way to create a Client Portal for them in order to securely share client information.

    If you'd like to see the client-facing experience of the Client Portal, I recommend creating a fake client profile using your own contact information and sending yourself documentation.

    You're also welcome to learn more about our Client Portal functionality here: What is the Client Portal?

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