One entry point for active clients: your files, your engagement page, and your calendar with us. Everything that moves the work forward, kept in one place and out of the inbox.
Financial statements, tax returns, working documents, and deliverables, in a dedicated folder for your engagement. Financial records move only through ShareFile, never by email.
Open ShareFile All clients Notion · Cadence BridgeSession agendas and recaps, the commitments on both sides, and the open items between sessions, so each session starts where the last one ended. Your personal invitation arrives by email at kickoff. Sign in with that same email address and bookmark the page.
Sign in to Notion The Next Move clients Calendly · Working sessionsBook a thirty-minute working session outside your standing schedule: a question that cannot wait, a document to review together, or preparation for a meeting with a lender, buyer, or advisor. To move a standing session, write to us at least forty-eight hours ahead.
Book a working session All clientsEach tool has one job. Files live in ShareFile. The rhythm of the engagement lives on your engagement page. Your engagement page never holds financial figures; those stay in ShareFile and in our sessions.
Engagement letters and other documents that need your signature arrive by email as secure e-signature requests, and the signed copy is filed to your ShareFile folder.
Access arrives with your kickoff materials: a ShareFile invitation for every client, and an engagement page invitation for The Next Move. If an invitation has not arrived, or you cannot find a file, write to us and we will sort it out within one business day.