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Compare any report across every client you look after.
Shared files
Every row from every client, with the client first. Filter, sort and hide columns as on a client's own report; downloads keep the view.
Shared with people outside the organisation 9
Named people outside the organisation. Check each one still needs access.
| Client | File or folder | Location | Shared with | Can edit | Last modified |
|---|---|---|---|---|---|
| Contoso Legal LLP low | Client files/Hartley & Co (folder) | Clients / Documents | j.hartley@hartleyandco.example | No | 26 May 2026 |
| Contoso Legal LLP low | Engagement letters/Engagement 2026.pdf | Clients / Documents | accounts@hartleyandco.example | No | 24 Aug 2026 |
| Contoso Legal LLP low | Year end/Draft accounts FY26.xlsx | Clients / Documents | partner@mason-legal.example | No | 7 Oct 2026 |
| Fabrikam Dental Group low | Budget.xlsx | Finance / Documents | accountant@hargreaves-partners.example | No | 9 Oct 2026 |
| Fabrikam Dental Group high | Lab dockets (folder) | Patient Records / Documents | orders@dentallab.example | Yes | 5 Feb 2026 |
| Fabrikam Dental Group low | Treatment plans/Referral letters (folder) | Patient Records / Documents | referrals@cityhospital.example | No | 13 Sep 2026 |
| Northwind Traders low | Client files/Hartley & Co (folder) | Clients / Documents | j.hartley@hartleyandco.example | No | 26 May 2026 |
| Northwind Traders low | Engagement letters/Engagement 2026.pdf | Clients / Documents | accounts@hartleyandco.example | No | 24 Aug 2026 |
| Northwind Traders low | Year end/Draft accounts FY26.xlsx | Clients / Documents | partner@mason-legal.example | No | 7 Oct 2026 |
Built from each client's latest collection with the same report as the client's own page. Select a client's name to open its report.