1.Individual user assignment Ensure clear accountability by assigning firm and client users to specific requests.

2.Private requests Transfer sensitive information within engagements by making private requests that are accessible only to specific users.

3.Unlimited client users Invite clients as often as you need without worrying about whether or not you have enough licenses for them.

4.API connectivity Easily export your engagement, client, or user data and manage, create, edit, delete, and assign client accounts and users.