Client Hub · Secure Professional Invite
Grant Professional Access
Generate a secure, encrypted live link for your Financial Advisor, Tax Professional, or Estate Attorney. You choose what they see and for how long — and you can revoke instantly.
Encrypted · View-only · Revocable
Why no PDF export? For your security, we don't generate downloadable PDFs of your full plan — those become uncontrolled copies the moment they leave your hands. Instead, we issue a secure, time-limited live link that gives your professional access to your real data while you retain full control and visibility.
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