Gather client data faster and in a format that you can easily use - for less than the cost of a postage stamp!
- Sharing and setting up jobs may be done on a client-by-client basis, or we can also provide custom add-ins for bulk client loading and sharing of pages.
- Replace your current mail-out with a slick, secure method of data gathering.
- Includes checklists for Business, Farming and Investment, rental and other income (for directors, partners etc).
- We can assist with customising for your firm, plus checklists may be customised individually for specific cases.
- Firm branding may be added to checklists.
- Shared for online data collection, with the account receiving an automatic email once the client has completed the checklist.
- Tables are included for adding say, lists of fixed asset additions or livestock details.
- The client may upload any type of attachment (Excel, Word, PDF etc), or link to files in their Google Drive or similar repository.
- Our client request feature may be used to query responses or to request additional information.
- May be accessed either in a stand-alone format or as part of the compilation tool.
- A simple and cost-effective way to gather client data and interact digitally with your client and staff members.
Contact us for a demonstration or more details.