Jane is refinancing her business loan and her bank has requested that she provide them with a number of documents in order to secure the loan.
As her accountant, you're able to add the bank as a contributor to Jane's portal so that they can access the documents that they need. The bank won't have access to the whole portal, only to the documents that you share with them.
This will save you time and resources in photocopying the documents and mailing them to the bank; and the bank can access the documents immediately speeding up the loan process.
Helping your clients to work with portal
To help your clients understand how to interact using the portal, approve documents, etc, see Help for your clients