Client and Portal Management
As an Advisor, 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 be...
Tue, 23 Aug, 2022 at 4:11 PM
There are four steps to add a note to the Client Card. Go to your GMG Portal, portal.gmgsavings.com, and access your My Clients page. Locate your Client ...
Thu, 11 Aug, 2022 at 4:35 PM
The Employee Retention Tax Credit is one of our Employer Incentives. The most current version of the tax credit was signed into law as a result of the...
Thu, 19 Oct, 2023 at 10:42 AM
You may book a Followup Call in your GMG Portal by following the steps below. Step 1- Login to the Portal at Portal.GMGSavings.com (use your assigned ...
Mon, 29 Aug, 2022 at 10:44 AM
Many Advisors add their leads to the system prior to running the survey. 1) Login to the GMG Portal 2) Click on My Clients tab 3) Click on "Add ...
Thu, 22 Feb, 2024 at 1:48 PM
Do Clients Have to Sign An Agreement Prior to Review? We will do a very basic review prior to engagement. However we will not go beyond the informati...
Thu, 4 Apr, 2024 at 3:45 PM
Step 1 - The Employer uses the Client Portal to screen candidates for the WOTC. Step 2 - Upon hire, candidates that qualified automatically have their...
Wed, 10 Aug, 2022 at 2:01 PM
What is WOTC? WOTC is a Federal tax credit created by the Small Business Job Protection Act of 1996 and the Welfare-to-Work Tax Credit of 1996. This credi...
Wed, 10 Aug, 2022 at 2:00 PM
Who Qualifies for Property Tax Review? Any Commercial Property Owner who pays over $50,000 per year in Real or Personal Property Tax is worthy of a free r...
Thu, 4 Apr, 2024 at 3:42 PM