Guided Client Access
Make access easy for your client.
Clients open one page, see why each account matters, and follow short steps at their own pace. Progress stays visible as they go.
Rated 4.7 on Trustpilot
BUILT IN
What you can do.
Client page
A client sees the agency name, your note, the requested accounts, and overall progress together on one page.
HOW IT WORKS
From setup to everyday work.
Open the link
Your client opens the private page and sees your agency's request, a short explanation, and the accounts you selected.
Follow each step
Account cards explain the next action and send clients to the relevant provider when they need to approve or share access.
See what remains
Progress and status labels show completed work and open steps, while the help option gives clients a direct way to flag trouble.
Less guesswork on the client side.
A request for access is easier to finish when the client can see the reason, the next step, and their progress in the same place. Linkd presents that guidance without asking them to learn your internal process.
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See what else you can do.
A FEW THINGS TO KNOW
Questions about Guided Client Access.
