Each client receives a personal portal link in the format skalar-advisory.pro/kunde/yourname. It takes you to your protected area containing contracts, invoices, working documents and meeting notes.
Access is limited to the email addresses agreed with you. On first use, simply sign in with that address (Google account or verification code).
If you are a client and don’t have your portal link at hand, a short message is all it takes:
Request accessDocuments are transferred encrypted and stored in an access-restricted area (Google Drive, Google Workspace). Please do not send confidential documents via unencrypted email, use your portal folder instead.