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?
client-portal · NEW · Granola FAQ mining 2026-06-09
Written by Cohen Nagel