***Click on the links to watch the videos!***
Setting up your automated requests
How to use online forms for client intake and other processes (Google Forms, Cognito Forms, etc.)
How to set up the automation, select different contacts, representative
Passwordless entry
All their requests centralized in one place
Easy to use & modern design
How to introduce your clients to the new portal
Add the portal link to add to your email signature or website - Coming Soon
Other resources
Tax Organizer Form - Coming Soon
Client Intake Form - Coming Soon