ClientRelay is designed to help streamline the client onboarding and information-gathering process. It allows you to send information requests and questionnaires to your clients, making it easier for them to provide the information you need while keeping everything organised in one place. An engagement platform suite built on top of LodgeiT. It handles the administrative layer of your practive, the work that happens between you and the client before and after the tax return.
To help you with step-by-step process, check this guide "Getting Started with ClientRelay"
Watch the video of walkthrough that provides an opportunity to learn more about ClientRelay, designed to get you going and the best way to have a grip with all the functionality.
Get the most value of "ClientRelay" by attending our introductory webinar where you'll learn to navigate the platform and see how it works. Register a free workshop HERE
Table of Contents:
Start with confidence
- User Account
- General Settings and Configurations
- Dashboard
- Client & Contact
- Client Intake
- Apps: Connection and Integrations
- Templates
- Audit Logs
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