How can two parties both get their data to me electronically (typically in a collaborative or mediation context)?

The clients need to agree to use the same e-mail address and password.

The professional sends the “New Client” e-mail to one client, who creates the account and password.

That client then shares the log-in e-mail address and password with the other client.

The parties should coordinate so that they are not both using the software at the same time. If they try, the second party to log in will bump the first party off.

Please note that in either case, either party will have the ability to change the numbers that were entered by the other party.

So they need to agree about who will be entering what.

For example, one party could enter their asset and liability information.

And each party could enter their own incomes and expenses.

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