Walks each new client through your intake checklist, collects forms and information and tells you when the file is complete.
Shown in CAD, taxes extra. If a month runs over, we tell you before billing anything extra. Extra usage is billed in simple blocks at the rate on your quote. One-time setup from .
It can request them. They go only to the secure folder you choose.
Yes, it answers from your approved answers and passes the rest to you.