Access Links/ Manage Access Links
Access Links give you the ability to send a link to the 7-Step Business Valuation process for a particular client or 3rd party at any time. These links are active for 7-days after they are created. From the Manage Access Links pop-up window, you can also see if there are any active access links, who they went to and when they expire.
- Access Links are great to send to a CPA, accountant or to reengage your client around annual review time