Navigate to SmartPath, select Client List, and then click on Add Client.
Fill in the client's information and click on Save.
Go to the client list and select the client you just added.
4. Scroll down to the client's profile, locate the survey section, and click on Send Survey.
5. Check the "Client Survey" box, then click Send Survey.
6. Your clients will receive an email with a link that redirects them to the survey. This survey will help you better understand their needs. Your client will fill in the information by selecting their priorities.
7. Based on your client's selection, the survey will provide package options based on their priorities. They will select the one that best aligns with their needs and confirm their selection.
8. They will have to confirm their email
9. Your client will have to accept the required documents
Payment Authorization Form
Tax Preparation Agreement
IRS 7216 Disclosure
Terms of Service Agreement
10. Your client will have to accept and sign the required documents
11. Once your client signed all the document, click Submit.
13. Now, navigate to the "Value Roadmap" in your client profile. Here, you will find the survey and the packages your client has selected.
15. In the Documents section, you'll find a folder labeled "Miscellaneous," where the signed documents are stored.
16. Review the signed documents and Start Working with your client
