📄️ Firm Portal
Manage multiple client businesses in CoralLedger Comply
📄️ How Firm-to-Client Access Works
The access traversal model that determines which clients a firm user can see and act on
📄️ Client Onboarding
The six-section wizard for adding a new client business to the firm — Owner-only, with explicit framing of what onboarding does and does not do
📄️ Batch Filing
File VAT returns for multiple clients in a single workflow — the four-step wizard, the all-or-nothing readiness gate, and the regulatorily significant differences from single-client filing
📄️ Firm Analytics
Cross-client analytics and per-staff productivity metrics surfaced by the Multi-Client Report and Staff Productivity dashboards
📄️ Section 32 Attestation Entry Pathway
The firm-side three-stage pathway that produces an Active §32 attestation for a restricted-segment client
📄️ User Management
Manage team members and permissions in CoralLedger Comply