B!ANKED! + S!HOPPED! · EXTERNAL RECIPIENT ACCOUNT

One private account for every company relationship you choose to connect.

Customers, clients, consultants, contractors, employees, vendors, and payees can connect several companies to one external account. Each company sees only its own party record, contracts, invoices, orders, and shared documents.

RECIPIENT DASHBOARDCOMPANY RELATIONSHIPS ISOLATED
COMPANY AConsulting agreementSecured PDF available
COMPANY BInvoice INV-1048Due August 15
STORE ORDERSHP-1042Paid · awaiting fulfillment
PRIVATE RECORDS3 connected companiesRecipient-controlled view
Separate from employee loginEncrypted contract PDFsCompany-by-company isolationNo raw bank credentials
CLIENT & RECIPIENT PORTAL

Sign in to your external account

Create an external account

Use one secure company portal code to verify the first relationship. After signing in, additional companies can be connected independently.

Open one company with a secure link

This legacy option opens only the relationship represented by that code. Create an account to retain and combine several company relationships.

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