🎥 Video
📨 Creating the Invite
1. Click New Project.
2. Select the relevant invite (1040, Business, Trust/Estate).
3. Select the firm user to be the new Contact's owner.
4. Fill in the new Contact's email address.
5. Enter an email Subject.
6. If you want to use an Email Template, select it here.
7. Verify the email body is filled out.
a. Our available placeholders are:
i. [link] - adds a link button to the email.
ii. [link:customized button text] - you can replace "customized button text" with your preferred text that will display in the link button.
iii. [email_signature] - inserts the contact owner's email signature from their profile in Truss.
8. Click Send Invite to push it to the new client!
🏗️ Onboarding Project
The onboarding Project contains a standard set of tasks: Client Intake Form, Verify Contact Information, and Last Tax Return.
The Client Intake Form holds a series of questions that the client will answer upon receiving the initial link. Once completed, you can view them in the generated PDF!
Verify Contact Information will provide the client the opportunity to update their name, Date of Birth, Social Security Number, Phone Numbers, Addresses, and Bank Accounts.
Last Tax Return is used for them to upload their prior tax information!
You can add additional Tasks to the onboarding Project as needed.
