The WOTC is a tax service covered through Presentation Pro in your App.


The agreement is sent and viewed via an electronic Client Upload page that the app initiates and sends to the Client during the survey.


As an Advisor or Team Leader, you can access the Client record within your portal and resend the agreement upload link to the Client at any time by following the steps below:



Any existing clients in the My Clients Page you can open the client card, and then click


Add Activity -> Document Request -> WOTC Email Template.


The email will go to the Primary Contact on the Client Card. This will send the client an email and provide a link for them to Activate their WOTC Service.