Share the right files with the right people
When a buyer, lender or partner needs to see inside your business, organize files already in SMB and decide who sees what.
- Organize files already in SMB
- View, edit or full access, file by file
- Invites expire on the date you pick
Fieldwork PlumbingData room · SaleReview the files in SMB for Sam, the buyer we met last week.
Five files are in SMB. Check which ones Sam needs.
One file is missing.
Profit and loss, 2023 to 2025QuickBooks
Business tax returns, 3 yearsGoogle DriveVans and equipment listGoogle DriveShop leaseGoogle DriveSales by month, 2025QuickBooks
Decide who sees what, file by file.
A buyer, a lender and your accountant need different things. Give each one just their part, and change it any time.
Team & advisorsPick a person
Sam accepted September 22 and can view four files.
Know who’s in the room.
See who you’ve invited, what each person can open and when their invite expires.
Room invites
Priya accepted; shared 2 files with full accessSep 23Full accessPriya acceptedSep 23Invite status
- Sam Ortega
- Accepted Sep 22
- Priya Raman
- Accepted Sep 23
- Jamie Ortiz
- Accepted Sep 3
Sam accepted September 22. He can view the four files shared with him.
A room for every big moment.
SMB knows what each kind of reader usually asks for, so the room starts close to done.
Getting a loan
Three years of financials, tax returns, what you owe, and what the money is for.
Find fundingBringing in a partner
Financials, ownership papers, and your plan for the next few years.
Team & advisorsYear-end with your accountant
Books, bank statements, payroll reports and receipts.
Find an accountantWho are you sharing with?
Tell SMB who needs to see what. Start with files already in SMB and prepare a sharing plan for your review.