Client Portal, Dashboard, Questionnaires & Queries
What your client sees once they're logged in.
What a client can do
● View and complete questionnaires sent to them.
● Respond to queries sent through Command Center, moving them back to Internal Queries once answered.
● View or download documents shared with them.
Everything a client sees is scoped strictly to their own engagement; they cannot see other clients or firm-wide data.
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