8 STEPS
1. Click settings
2. Under business, click business settings
3. Scroll down and click ID verification
4. Select Treefort to be your IDV default provider
5. From the drop-down, you can choose whether to display your Treefort fee in your trust ledger, statement of account, or don't display
6. Treefort charges $25.00 per completed report, which you will see in the fee amount
7. Click fee subject to HST, if applicable
8. You can select additional security requirements here, but these options are not required
Next step: Practice