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Topics started by Scott Wadman

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Scott WadmanBeginner

asked in Share Tips & Best Practices

Form to gather new client information

Is there a form for gathering information from prospective clients? Is there a way to do this in Karbon? I would like to send a form to a client as part of the onboarding process. What is the best practice for this, specifically when gathering private information such as SS#/EIN#s?

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