The Tax Assistant makes tax time a breeze by consolidating the information required for a personal tax return. By going through the wizard, your clients will have the opportunity to review and update their financial information as needed. Any relevant information...
myprosperity’s new estate planning feature makes it easy for advisers to help their clients get a will and pull together an Executor Kit. What’s included? The feature has 3 core elements: The Will Wizard The Will Template The Executor Kit Wizard The Will Wizard The...
Here’s how to have a quick view of the document signing requests you have made. 1. In your portal, go down to Forms & docs, then click Doc signing. 2. You will see the Doc Signing page where you can filter to view: • All documents that have been sent for...
This article will explain how to upload a document for signing. 1. In your client list, identify the client you would like to upload the document for. Click Upload 2. You will now see the Upload document page, here you will be able to: • Select the file type; •...
This article will explain the two options available to send signing requests. Option 1: “Send” The system will send automated signing requests to all signers: The following will also be sent automatically: Activation requests for signers who do not have a...
