Smokeball - using the online client intake questionnaire

Samantha Eades · 2021-05-11T03:30:16.191Z

Easily gather all the information on your client's situation including their assets, liabilities and superannuation. You have the option to launch the questionnaire as the professional and start completing it in conjunction with your client or alternatively, email it to your client and customise the sections you wish to include so they can work through it in their own space and time. Click here for further instructions

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