Professional Access
See every professional connected to your account, approve invitations and revoke access whenever you choose.
Generate a client code
Give this code directly to a professional you trust.
No active code shown— — — — — — — —
Codes are single use and expire after seven days. Generating a new code invalidates the old one.
Pending invitations
Nothing is shared until you approve.
Linked professionals
Multiple professionals may be connected. Only one can be marked as nominated executor.