Yes. Inside their Client Portal, your client can invite collaborators such as a spouse, co-founder, accountant, or business partner to help complete the application and gather documents. When you invite members to a business, each one can be assigned a role: Business Owner gives top-level access to view, fill, upload, and track, while Collaborator and Partner roles are also available. Collaboration speeds things up and helps avoid an application stalling on one busy person's desk.
Can clients add other people, like a spouse or accountant, to help with the application?
How clients can invite others, like an accountant, to help with the application.
Written by Kaylan Pepin