Clients, teams & education
Business Client Work
Set up client workspaces, share updates, and collect client decisions.
3 guides in this area
Guided workflows
Pair the written steps with a concise product walkthrough.
- Share client work and collect decisions
Choose client-visible records, exchange updates and files, and collect approvals without exposing internal work.
3 min readWatch · 1 min 50 sec
Reference & troubleshooting
Open the exact task, check your work, and find the next step.
- Start a client workspace
Create a client account, define the work, choose intake requirements, and prepare secure portal access.
3 min read - Use Business sign-in and client portal access
Sign in as staff or a client, recover access, switch organizations, and sign out safely.
3 min read
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