Accountant Pack Module
The Client Dashboard lets you manage up to 10 client companies from one login.
Click + Add Client to invite a client. They will receive a branded email invitation to set up their ComplyPath account.
If the client is already registered on ComplyPath they will be linked immediately without needing an invitation.
Once active click View to switch to that client compliance dashboard and see their assessments and documents.
Each client data is completely private — other clients cannot see each other information.
To remove a client click Remove. This unlinks them from your account but does not delete their data.
You can manage up to 10 client accounts on the Accountant Pack plan.