Client invitations and request links
Accept a Workpapers upload invitation with the intended client account.
Source reviewed Product documentation
A Workpapers upload invitation is tied to the recipient's email address and the inviting firm. It does not grant access to the firm's other clients.
For the firm
Confirm the client record and email address before issuing an invitation.
For the client
Sign in with the address that received the upload invitation. If you received it at the wrong address, ask your accountant to correct the invitation. If the link has expired or been cancelled, ask the firm for a new one.
What deleting your account does
The client mobile app's Delete account removes your sign-in and firm connections. Documents and messages already sent remain the firm's records. Read account deletion and retention and deletion before assuming that deleting a login deletes financial records.