Streamline how you collect and review client data with digital forms. Whether you are collecting data from a new client or an existing, digital forms is a quick and seamless experience for your client.
No need to repeat answering the same questions over and over for a client as the system will retain information previously held in the portal, such as name, contact details, assets and liabilities and family members.
How digital forms work?
All clients, whether on Starter or Pro subscriptions, can be sent a digital form to complete. Once you’ve chosen your preferred form, you can create and assign it to a client then pre-fill any information you already have before sending it to them.
The client will be notified via email and push notification, for those who have the mobile app.
A reminder (To-do) is automatically created for each form you send. Reminders will be sent to the client via email and push notification 90, 30, 21, 14, 7, 3 & 1 day before the form is due and if overdue, this frequency continues (until 90 days after due date).
Once the form is received by the client, they can open the portal and complete the form, or you can do it with them during your next meeting. When complete, clients can send the form back to you for review.
Here you can either request additional details via To-dos and send the form back to the client, or lock the form, generate a report, and request a signature if you’re happy with the data.
Leveraging the portal’s eSignatures functionality allows you to complete the entire process without ever leaving the portal.
Digital forms can be used both for onboarding new clients, confirming client information or requesting new information .
- With existing clients, relevant data already in their portal will automatically be pulled into the digital form, then updated in the portal once the process is complete.
- For new clients, they’ll be able to access the portal after the completing the digital form and see all the information they’ve entered already there.
Throughout the process, both you and your clients can attach documents and create To-dos for every section as needed; you can also leave section-specific notes. Last but not least, clients can save their progress every step of the way, making it easy for them to close the form and come back later should they need to.
All portal staff users can create, edit, and send a digital form to a client as long as they have access to the client’s account in order to do so. For more information about how to assign staff in bulk on the client portal, click here.
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