Navigate to SmartPath Platform, go to the Setup menu, select the Magic Pricing link, and copy the link to send it to your client.
2. Your client will be redirected to the 'Client Survey.' This survey will help you better understand their needs. Your client will fill in the information by selecting their priorities.
3. 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.
4. They will have confirm their email
5. Your client will have to accept the required documents
Payment Authorization Form
Tax Preparation Agreement
IRS 7216 Disclosure
Terms of Service Agreement
6. Your client will have to accept and sign the required documents
7. Once your client signed all the document, click Submit.
8. Complete the full onboarding for the Reporting - Only Package (Business).
9. Scroll down to the Documents section in the client's profile, where you will find the signed documents.
10. Review the documents signed
11. You can also find the signed documents in the "Miscellaneous" folder within the Documents section of the client's profile..
12. Review the signed documents and start working with your client
