Run the checklist as a live, step-by-step interview. A “Yes” opens its documents and follow-ups, a “No” moves on, and every answer is saved to the client.
Included at no charge
Each completed interview attaches to the lead’s record automatically, ready for follow-up.
You can Embed the live interview on your own website. Every completed interview is saved and a copy is sent to you.
Or you can share the link as is and swap out the welcome photo.
Need support? Throw us an email at service@taxofficetoolkit.com we're always glad to help you 🙂
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