1. Click on the "Start a Client" link, provide us a little information about your client, and we send you and/or your client a link

It directs your client to sign in to our secure portal

Sandro TuzzoFebruary 18, 2018

2. Your Client Follows our Guidance

We instruct your client step by step to give all of their information and documents for Declaration of Disclosure, Income and Expense declaration and schedule of assets and debts.

Sandro TuzzoFebruary 17, 2018

3. We Generate your Forms

We generate the disclosure forms and all attachments for your review. Follow up with your client when you need to, flag sections, make notes, and change or add information as needed.