Portal / Client Management
Thank you for attending this month's VIP! The attached hand outs are vital to your next steps and action plan.
Mon, 5 Oct, 2020 at 2:34 PM
With the Cost Segregation service, once a Feasibility Report is completed for your Client, an activation link is generated so your Client can complete their...
Tue, 26 May, 2020 at 2:44 PM
During Presentation Pro, one of the important steps is to assign the required documents to the proper contact so that a secure link may be emailed to them f...
Tue, 29 Sep, 2020 at 9:11 AM
How Can I Use the Cost Segregation Guided Experience? You can utilize this tool in your My Clients page of the Portal. This tool is like a "choose yo...
Thu, 17 Sep, 2020 at 3:57 PM
We have built features into your Client Sign Up Page that review for 6 tax credits in 60 seconds! This includes instant activation ability. In 60 Secon...
Thu, 21 Jan, 2021 at 11:06 AM
Your Client Sign Up page is designed to be a personalized marketing tool providing you with credibility and a door opener for your additional services. This...
Thu, 23 Sep, 2021 at 4:01 PM
Your Cost Seg Self Service page is designed to specifically target Clients that own or lease commercial property. This tool provides a quick and easy way fo...
Thu, 23 Sep, 2021 at 4:00 PM
Your Emergency Business Relief Page is designed to be a personalized marketing tool for use with potential Clients during this time. This tool provides a q...
Thu, 23 Sep, 2021 at 4:17 PM
Your Client Sign Up page is designed to be a personalized marketing tool providing you with credibility and a door opener for your additional services. This...
Thu, 23 Sep, 2021 at 4:04 PM
You have three pages allocated to Client facing use and each page has its own purpose and use. The pages are designed to allow your Clients to instantly ac...
Thu, 23 Sep, 2021 at 4:15 PM