Sharing documents using Secure Link (Beta)

Plan: Not Available: Intermediate Available: Pro or Elite

Users: Available: All users

Practice Management Source: Available: All sources

You can share sensitive documents and files directly with recipients using Secure Link, requiring multi-factor authentication before access is granted.

This feature is currently in beta. Learn more about beta registrations.

Watch this tutorial to learn how to share documents with your recipients using Secure Link.

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