The answer may already be here.
These pages cover most of the questions people send us. If yours isn’t there, the form is just above.
Clivio for teams is on a waitlist.
For now, one account is for one person, and the Team plan has a waitlist. To join it, choose “Team plan” in the form and tell us how many of you there are and what you’d need.
Working with other peopletoday
Your accountantViews your supporting documents read-only, by invitation (Accountant portal, Pro)
AvailableYour clientsUpload their documents without an account, through the client portal (Pro) or your drop page
AvailableSeveral users in one workspaceTeam plan
WaitlistThe simplest thing is to try it.
Drop in three documents and see what they turn into. Free for up to 50 documents, no credit card.