Client Portal

Hi @Lenard Cole,

I believe the answer to most of your questions are no 🙂 old documents that you upload are available for a certain time when a client uses the login to the portal, but not indefinitely that I am aware of.

If you’re looking for a full client portal, the Karbon one is probably not the best choice at this stage (it’s more focused on sharing/requesting documents once, rather than for ongoing access).