Project status
View the current preparation stage once your working file has been set up.
Client workspace
A secure place for project visibility.
The portal is protected by Cloudflare Access and will be expanded over time. For now, it provides a secure workspace landing page that can be used for client updates and future project features.
Open queries
See missing information, outstanding documents, and items that require attention.
Next steps
Follow practical next steps to keep the file preparation moving forward.
File upload
Secure file upload will be added next so project documents can be shared through the portal.
How this portal will be used
1
Project access is confirmedThe client or reviewer is granted access using their approved email address.
2
Project details are addedOnce the project has started, this workspace will show status, queries, and next steps.
3
Files are shared securelyThe next phase will add secure upload functionality for supporting documents and working files.
4
Progress is updatedUpdates can be shared as the file preparation moves toward review-ready structure.
Portal note
This is the first workspace version. It does not yet display live client-specific project data.
Secure upload, project records, and client-specific dashboards will be added in later phases.
Need help with your project?
Send a message if you need access, have a question about your project, or want to confirm the next step.