When dealing with clients, sending them forms to complete by post or via email causes undue double handling and lack of security.
Wanting to streamline your information flow, save hours chasing paper, enhance your digital brandand store client data securely is important in today's ever changing world. By adding your forms to your partner portal, be it your fact finds, tax checklists or general questionnaires, clients can receive the forms in a timely, secure and portable manner.
The information is easily filled in, reviewed and sent back to you for better communication flow. Simply submit your forms to have them digitised and added to your portal.
To Digitise your forms:
Note: We recommend attaching one form per email where possible; however, you may submit multiple forms in a single email if needed.
Once received, please allow approximately 4 weeks for the forms to be digitised and uploaded to your Portal.