Organizers (Basic): Enable Clients to Pre-Populate Answers

If you have long-time customers, you likely ask them to fill out the organizer each time they return. With the pre-fill option, you can enhance their experience by allowing the system to pre-populate information that doesn’t change from year to year (e.g., addresses, dates of birth, dependent information, corporation information and more). This will save hours of data entry time.

If you have long-time customers, you likely ask them to fill out the organizer each time they return. With the pre-fill option, you can enhance their experience by allowing the system to pre-populate information that doesn’t change from year to year (e.g., addresses, dates of birth, dependent information, corporation information and more). This will save hours of data entry time.