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Feature · Access

Your file, shared safely: spouse, accountant, agent.

Create a protected read-only link for someone who needs to inspect your compliance position. They can see obligation statuses and open the evidence held on the shared properties, but cannot upload, complete tasks, delete records or reach billing.

How it works, step by step

Step1 / 3

Create and label a link

Name who it is for and choose an optional expiry date. Kept shows the secret link once for you to send securely.

Step2 / 3

Read records and evidence

The recipient gets a read-only portfolio snapshot and protected evidence links without needing your password.

Step3 / 3

Revoke access

See when a link was last opened and revoke it immediately when it is no longer needed.

Straight answers.

Can a recipient change anything?

No. Shared links are strictly read-only. Manager roles are not currently available.

Is emergency-contact activation available?

No. You can create a normal read-only link for a trusted person, but there is not currently a dormant emergency-contact workflow.

How many links can I have?

You can keep up to five active links and revoke an old one before creating another.

More features

Show the file without handing over the keys.

Read-only, expiring if you choose, and revocable at any time.

Add your first property free