Borderly Creating Verification Tokens for Auditors
Generate tokens that let auditors independently verify your client's records.
ProfessionalProtect tier and above (client's tier)
Overview
As a professional with Reporter or Admin access, you can create verification tokens on behalf of your clients. This is useful when an auditor or tax authority needs to verify a client's records and you are managing the process.
How to Create a Token
Go to the Verify Portal in your professional sidebar. Select the client, then follow the same token creation process described in Creating Verification Tokens. The token is created under the client's account with a note that it was created by you.
Tokens you create on behalf of clients appear in the client's token management list. The client can revoke them at any time.
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