Client Onboarding Form | Voters

Client Onboarding Form

complete

Sam Kushner

Ability to send clients an onboarding form to securely intake payment information

September 25, 2024

Sam Kushner

marked this post as

complete

This has been released the week of 3/3 release notes! https://flexpoint.canny.io/changelog/week-of-3-3

Naftuli Herzog

Include eSignature for MSA.
Checkbox for user, that they agree to terms in conditions found in the links specified.
And a signature field.
Attach the signed agreement to client in PSA