Plan: Not Available: Intermediate, Pro Available: Elite
Users: Available: All users
Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI or Xero Practice Manager
Client Forms are created from Form Templates and can be shared with clients manually or through an automation.
Watch this tutorial to learn how to:
- Create a form for an individual client using the Create New button
- Email the form to a client
- Review and submit the form from the client's perspective
- Preview the submitted form in FYI.