Borderly Sharing & Collaboration
Share your records securely with tax professionals, auditors, and third parties while keeping full control of your data.
7 articles
Sharing Your Data Securely
An overview of all the ways you can share your Borderly records with others — while keeping full control.
Individual
Granting Access to Your Tax Professional
Step-by-step guide to sharing your records with your attorney, CPA, or tax advisor.
IndividualProtect tier and above
Sharing with a Firm
Grant access to an entire law firm or accounting practice, not just one individual.
IndividualProtect tier and above
Creating Verification Tokens for Auditors
Generate secure, time-limited tokens that let anyone independently verify your records without a Borderly account.
IndividualProfessionalProtect tier and above
Understanding Access Levels
Learn the difference between Viewer, Reporter, and Admin access when sharing your data.
IndividualProfessional
Reviewing and Revoking Access
See who has access to your records and revoke access at any time.
Individual
Data Access & Portability
Understand your options for accessing and downloading your Borderly data.
Individual