Online Fact Finder
To be able to send a secure link to a new client to have them fill in selected information about themselves. Things such as DOB, SSN, address, etc.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Kris Pelster commented
This should be coupled with at the suggested static print out factfinder... both are needed. Thanks