Share access to your entities with co-owners and collaborators.

Understanding collaboration roles and granular permissions.

Serve Frank to your clients on your own subdomain — portal.your-firm.com.au. Your logo, your brand colour, optional 'powered by Frank' footer.

Multi-select clients and run a single action across all of them — regenerate observations, send EOFY check-ins, generate accountant packs.

On-demand AI summary of any client's situation: net-worth movement, fresh observations, realised CGT, and follow-up prompts to raise on the next call.

Send a BAS to the client for review, get a signed declaration with timestamp + IP + tamper-detection hash, mark lodged after submitting via ATO Online Services. Append-only audit log for TPB defensibility.

Send an engagement letter for in-app sign-off, or attach an externally-signed PDF. Versioning, supersession, immutable audit trail with rendered PDF artifact. TASA / TPB compliance.

If a client got 'otp_expired' or a broken link from a Finance Frank invite, an email scanner probably pre-clicked the link. Here's how to send a fresh one — and why our invite system now sidesteps the problem entirely.