Client Portal
Log in with your email and password to open your files.
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Your account is created, but no files are shared with it yet. We give access after checking your details. Once we confirm it, press the button below.
Signed in as . Choose a file:
Your data is saved securely online and is visible only to you and to Clearline Accounts. Only the files shared with your account appear here.
New accounts see nothing until you approve them. Choose the files, then Approve. Refuse deletes the account.
For each person and each file choose: no access, read only, or read and edit. Changes apply at once.
Deleting a client file erases all its records for good, for everyone. Export a backup first.
Tick the sections this person can open.