Uploading and organizing
- 1Open Documents and drag files in, or use Upload.
- 2Pick a folder — nine standard folders (Business Formation, Banking, Tax, Legal, Insurance, Contracts, Marketing, Operations, General) are created for you.
- 3Rename the display name and add tags so documents surface in search.
Sharing with your team of professionals
Documents are private to you by default. Sharing happens from an accepted professional connection, so a document is only ever visible to a specific advisor you chose. Every share is logged, and you can revoke access at any time — the file immediately disappears from their workspace.
E-signature requests
- Create a request from a document, add the recipient's name, email, message, and due date.
- Track status through draft, sent, viewed, completed, declined, expired, or cancelled.
- Completed requests stay attached to the source document for your records.
Storage and security
Files are stored in a private bucket. Downloads use short-lived signed URLs, so links cannot be forwarded or reused indefinitely.