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Share documentation without losing control

Give clients access to exactly what they need. Nothing more. Nothing accidental.

based on 300+ reviews on
G2
BetterTracker

Share documentation without giving up control

Give clients access to the information they need through a clean, scoped experience. Share select documentation without exposing internal notes, unrelated clients, or sensitive data.

Client portals with scoped access
Share only approved documentation
Temporary and one-time sharing
Simple external share portal to allow for external collaboration

External access without risk

  • Controlled visibility

    Clients only see what you explicitly share

  • Cleaner handoffs

    Documentation stays consistent during onboarding and offboarding

  • Fewer interruptions

    Clients self-serve answers instead of emailing requests

  • Professional experience

    Clients see organized, intentional documentation

One toolkit. Built to work together.

Consistent Layouts

Asset Management

Dual Knowledge Bases

Checklists & SOPs

Password Storage

IPAM & Racks

Photo Gallery

Domains & SSL

Expirations & Alerts

Client Portals

Asset Discovery

Auto-Generated Docs

API & Integrations

Advanced Search

Linked Relationships

RBAC, SSO, MFA

Group Permissions

Version Histories

One-Time Passwords

Flags & Reviews

Templates

AI Assistant

Workflows

Data Import & Export

Reporting

Audit Logs

Mobile Access

Self-Hosting

Share confidently with clients

Stop sending files. Share documentation that stays accurate and controlled.