Clients, teams & education
Business Client Work
Set up client workspaces, share updates, and collect client decisions
3 guides in this area
Reference & troubleshooting
Open the exact task, check your work, and find the next step.
- 01
3 min read
Share client work and collect decisionsChoose client-visible records, exchange updates and files, and collect approvals without exposing internal work.
- 02
3 min read
Start a client workspaceCreate a client account, define the work, choose intake requirements, and prepare secure portal access.
- 03
3 min read
Use Business sign-in and client portal accessSign in as staff or a client, recover access, switch organizations, and sign out safely.
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