Client Management

Clients

• Add a Client
• Add a Spouse Client
• Contributors
• Access a Client's Profile
• Edit/Remove a client

Questionnaire

• Client Questionnaire Walk Through
• Questionnaire Overview
• Sending the Questionnaire
• Resending the Questionnaire
• Accessing the Questionnaire
• Questionnaire Completion Status

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People

• Edit a Client's Profile Information
• Add a Family Member to the Family Tree
• Edit a Family Member's Information
• Indicate if a Family Member has a Special Circumstance
• Add a Distant Family Member
• Remove a Family Member from the Family Tree

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Assets

• Asset Categories
• Add an Asset
• Indicating the Ownership Breakdown of an Asset
• Tax Calculations
• Edit/Remove an asset
• Assets Owned Jointly with the Spouse

Debts

• Debt Categories
• Add a Debt
• Edit/Remove a Debt