Send a single link to your clients to get their answers to all of your questions. A simple mobile and desktop friendly, solution which is cloud based making it easy for you and your clients to access from anywhere.
We provide you with a template of the questions you need answered by your clients. This template is easily customized to allow you to add/delete questions, structure the flow of questioning, or anything you'd like.
Your client is provided with a checklist of documents that is generated off the answers they provide which can be customized any way you wish. Your client is provided with a secure link to upload all their documents to your secure portal. You are provided with an easy to read summary of the clients answers, along with the document checklist based on their answers and a secure Document Center that stores all your client documents.