Let the client and the product complete the Financial Statement

Did you know that you can send a link to the client to get them to complete the balance of the Financial Statement?

Our product puts all of the relevant data into the first draft of it, and then you can send a link to the client (much like the client intake questionnaire) getting them to complete the balance of the information.

You just go to More > Smart Forms > Financial Statement

As this form is a smart form you can send a link to the client to get them to complete the missing information, just like you do with the client questionnaire. You can find instructions to do that here.

Yu can also check out our blog post - Instructions - Financial Statement (familyproperty.com.au)