For Accountants & finance professionals
Your profile, service details and documents. Easy to send.
Share a professional introduction, selected service information and useful documents with a client, colleague or new business contact through one link.
Create a card. Preview the details. Choose who can open it.
Demo · fictional detailsProfessional contact card
Maya Rao
Accountants & finance professionals
Independent professional
maya@example.test
Professional profile
A clear summary for your next conversation
Your selected details, togetherChoose the fields and documents this person needs.
Verified recipientWhat would you like to create?
Create something useful for your next conversation.
Choose what you need, add your details, preview it and share.
Professional Contact Card
Create an introduction for your work in accountants & finance professionals.
- Name
- Role
- Organisation
- Phone and email
- Address and links
Professional profile
Your experience, selected qualifications and work contact.
- Title
- Selected details
- Supporting documents or links
Service information
The service overview relevant to this enquiry.
- Title
- Selected details
- Supporting documents or links
Selected documents
A practice brochure, public resource or approved introductory file.
- Title
- Selected details
- Supporting documents or links
How it works
Choose a template → Add details → Preview → Share.
Create
Choose a card and add the details your client needs.
Preview
Check the information and choose who can access it.
Share
Send it through WhatsApp, email, a link or QR code.
Demo · actual card preview · fictional details
SELECTED INFORMATION
Professional Contact Card
- Name
- Maya Rao
- maya@example.test
Saved cards stay in My Information. Use their share action again without recreating the content. Sharing opens your chosen app or composer; it does not confirm delivery.
Made for your day-to-day
Less repeated typing. More useful introductions.
- Your experience, selected qualifications and work contact.
- The service overview relevant to this enquiry.
- A practice brochure, public resource or approved introductory file.
In your work
The assets behind your next opportunity
Someone asking about your services may need a short overview, while a professional contact might want your experience and a public resource. Keep those assets ready in your workspace so you can respond without repeatedly assembling the same attachments. Make a selection for the current conversation, review what it contains and send the recipient a clear link. A different request can use a different group of assets.
A fictional sharing example
Fictional example: Kiran introduces their accounting practice to a business owner. They select a professional profile, service overview and practice brochure. For a professional meetup, Kiran shares only a work contact and a public article. Client financial records and other engagements remain outside both introductions.
Keep each selection purposeful
Check that each document is appropriate for the intended recipient. Keep client records, account credentials and confidential financial information outside general introductions or service descriptions. Review a saved selection before reusing it, especially when your work or contact information changes. Controlled links support revocation and available expiry settings. These controls stop future access through the link; they cannot recall information someone has already copied or downloaded.
A few useful answers
Questions from accountants & finance professionals
Learn how to create, manage and share your professional and client information.
Yes. Make a selection for each request, review its preview and create the link. Your other workspace assets are not automatically included.
It depends on the link's access mode. A bearer link can be opened by someone who has it while it is valid. A recipient-restricted link requires the specified verified email account.
Choose a card, add your details or selected documents, then save it in My Information. Open its share action to preview the selection and create a controlled link. Custom cards let you add the fields relevant to your work.
Saved cards are private until shared. Controlled links default to a verified recipient, with expiry and revocation. You can choose anyone-with-link access for public introductions. Use recipient restrictions for private information.
Visit the pricing page for current regional plans and the card and sharing limits included in each plan.
Explore more
Selective sharing
Choose fields, cards, documents or offerings for a particular situation. Preview the selection, then use the sharing controls supported by that format.
Private information and documents
Store the information you need in your private workspace. Identity records, licences and health details belong in deliberate selections, never in public examples by default.
Make your next introduction easier.
Start with your professional profile, then create the cards and updates you need.