Client PortalCarlisle Client Portal
Carlisle CFO’s private workspace for client operations: monthly closes, cleanup projects, assigned work, document requests, client procedures and internal reporting.
Access is limited to individually approved accounts. Approved team members and clients receive only their assigned permissions. Automatic client messages are disabled.
Google sign-in and Drive
Google sign-in identifies an approved user without another password. It does not grant access to Gmail or Drive. A separate, optional owner-authorized Drive connection stores portal uploads and accesses files explicitly selected for the app. Files remain in Google Drive; the portal stores references and work records.
Questions: avi@carlislecfo.com