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CLIENT RECORDS

The right records. The right channel.

Document sharing belongs in an agreed process, after the scope and destination have been confirmed.

The client portal is not available yet.

There is no connected login or upload destination here. Please keep your records in a location you control until the sharing process is confirmed.

Before you share a file.

  1. Confirm the engagement and the specific records requested.
  2. Verify the destination through the agreed contact channel.
  3. Follow the portal’s access instructions; do not send passwords or sign-in codes through an inquiry.
  4. Keep your own copy of the source records and note what was shared.

A document request and the appropriate way to share it should be clear before you send anything. An outline or website visit does not create an engagement.