Borderly Sharing with a Firm
Grant access to an entire law firm or accounting practice, not just one individual.
IndividualProtect tier and above
Overview
If your tax professional is part of a firm, you can share access with the firm instead of an individual. This means any authorized member of the firm can access your records, which is useful when multiple people at the firm work on your case.
How Firm Sharing Works
When you share with a firm, the firm's administrator assigns members to your account. Only assigned members can see your data. You still control the access level and can revoke firm access at any time.
Firm sharing and individual professional sharing count toward the same share limits on your subscription tier.
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