AuditSoft

Learn how to connect with clients in ContractorXchange and set data-sharing permissions.

How do I connect with a Client?

Learn how to view, manage, and remove your client connections in ContractorXchange, plus tips for growing your network.

Where do I view my Clients?

This article explains how to ensure a subscriber is able to view their data, status and client connections.

How do I turn on the My Clients section

View your company’s data in ‘My Clients’—track documents, questionnaires, clients & your assessment.

What is the 'My Clients' section?

Ronnie Tallman

Articles on connecting with clients within ContractorXchange

'My Clients' Section: Providing Data for your Client

Find answers and get help from Intercom Support and Community Experts

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