It's not just a web application, it's an entire service!
Provide us a little information about your client, and we send you and/or your client a link. It will direct your client to sign in to our secure portal.
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.
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.
“Separate.pro has allowed my clients to finish their disclosures much more quickly and completely than before- and allows my staff to be more efficient. The interface requires that my clients provide more comprehensive information and sends them reminders for me. The software is intuitive and easy for clients to use- with nothing to download or learn on my end.”
“Separate.Pro has saved my office countless hours helping our clients to complete their financial disclosures. Now I just send them a link and can expect their disclosures to be completed in less than half the time.”
“Without Separate Pro I don’t think it would be possible for me to complete the disclosures in a timely manner. Separate Pro makes it easy to get the disclosures over to the client right away so that they can start working on it. Before we started using Separate Pro, I would sometimes spend a day or even a day and a half just on disclosures, now I never spend more than two or three hours.”