Client invitations and request links
The different access boundaries for uploads, signatures and identity checks.
Source reviewed Product documentation
BeforeMay has several client-facing flows. A link for one flow does not grant the recipient access to the firm's other clients or products.
| Flow | What the recipient does | What the access is for |
|---|---|---|
| Workpapers client upload | Accepts an email-bound invitation while signed in under that address | Their relationship with the inviting firm and its client upload flow |
| Sign | Opens the request-specific signing link; no BeforeMay account required | Reading and signing that request |
| Verify | Opens the check-specific link and agrees to the identity-check flow | Starting or resuming that check |
For the firm
Confirm the client record and email address before issuing any invitation or request. Links can expire or be revoked. Issuing a new signing or verification link invalidates the older credential for that request, so send the newest link and avoid keeping both in circulation.
For the client
For an upload invitation, sign in with the address that received it. If you received it at the wrong address, ask your accountant to correct the invitation. For a signature or check, verify the firm's name and what you have been asked to do before proceeding. Do not forward a personal request link to a different person to complete on your behalf.
If the link has expired, been cancelled or already been replaced, ask the firm for a new one. Changing the link text or trying a colleague's account will not restore it.
What deleting your account does
The client mobile app's Delete account removes your sign-in and firm connections. Documents and messages already sent remain the firm's records. Read account deletion and retention and deletion before assuming that deleting a login deletes financial records.