QUICK LINKS & REFERENCE GUIDE
Use this as a quick reference guide of your links in one place.
GHL NUMBERS
Local: +1 646-663-8370
Toll Free +1 866-838-5283
CALENDARS <> MEET LINKS
Video Tutorials
Quick Reference Guide Overview
Call Links & Calendars
Taking Payments & Commission Intro
Commission Tracking - Kay Wallace
Group Trip Onboarding Sequence - this is the onboarding process that happens when a client pays for a group trip. (* NOTE * we can copy this for the custom / concierge products.
DO Remaining Balance Payments Automation - the payment collection automation that happens after the onboarding sequence.
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send, if you discover any documents / information while preparing their return.
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2021 Client Intake
2020 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send, if you discover any documents / information while preparing their return.
Intake Forms - DO NOT SHARE. These your personal client intake forms. These forms are connected to automations for your account.
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents Form
Send, if you discover any documents / information while preparing their return.
ONLY SEND IF/WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send this form if you discover that a client is missing documents, while actually processing the return
ONLY SEND IF/WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
SEND IF A CLIENT HAS A BUSINESS
Calendars
Q&A Call Google Meet Link - this is the Google Meet Q&A Call link, that can be used every Saturday, both Janel & Kay have access
1:1 Call - this is a calendar where a client (or potential client) can book a one-on-one call with Janel, Kay (or any body that's added). This was created for flexibility and so that personal links can be used for special one-off conversations.
JM Personal Calendar - share this with anybody who requests a call directly with Janel.
Kay Wallace Personal Calendar - share this with anybody who requests a call directly with Kay
Group Q&A Call - send this directly to people who want to sign up for your weekly Q&A Call.
Channel Partner Q&A Call - use this if a potential channel partner wants to do a Q&A call AFTER signing agreements and reviewing all information.
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send, if you discover any documents / information while preparing their return.
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2021 Client Intake
2020 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send, if you discover any documents / information while preparing their return.
Intake Forms - DO NOT SHARE. These your personal client intake forms. These forms are connected to automations for your account.
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents Form
Send, if you discover any documents / information while preparing their return.
ONLY SEND IF/WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send this form if you discover that a client is missing documents, while actually processing the return
ONLY SEND IF/WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
SEND IF A CLIENT HAS A BUSINESS
Forms <> Documents
Manual Contact Entry - use this form to manually add "loose" contacts from email, blinq, email phone etc.
Document Upload - general form to upload any documents
Client Travel Profile - group travel clients use this form to notify DO of any travel limitations, restrictions and or preferences
ID Verification - specifically for clients that are paying for any DO services via In House Installments
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send, if you discover any documents / information while preparing their return.
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2021 Client Intake
2020 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send, if you discover any documents / information while preparing their return.
Intake Forms - DO NOT SHARE. These your personal client intake forms. These forms are connected to automations for your account.
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents Form
Send, if you discover any documents / information while preparing their return.
ONLY SEND IF/WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send this form if you discover that a client is missing documents, while actually processing the return
ONLY SEND IF/WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
SEND IF A CLIENT HAS A BUSINESS
Financial
Group Travel Payment Form - drop this link for people to pay a portion or the full amount.
Commission Tracking - a CP (affiliate) campaign has been added for Kay to Track commissions for each sale she closes. We just need to add her to the campaign. Once added she will receive an email with;
a. invitation to the Channel Partner (affiliate) portal where all CP's can track total sales.
b. a unique tracking link to take payment and register track sales.
EXAMPLE https://join.destinationown.com/pay?am_id=<<affiliate_id>>
Coupon Code "WESTAFRICA" - this is a coupon code to use in conjunction with the payment page to deduct $1,000 off the price.
It can be used as a "downsell" on group calls if the presenter thinks a lower price is necessary to close the sale.
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send, if you discover any documents / information while preparing their return.
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2021 Client Intake
2020 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send, if you discover any documents / information while preparing their return.
Intake Forms - DO NOT SHARE. These your personal client intake forms. These forms are connected to automations for your account.
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents Form
Send, if you discover any documents / information while preparing their return.
ONLY SEND IF/WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send this form if you discover that a client is missing documents, while actually processing the return
ONLY SEND IF/WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
SEND IF A CLIENT HAS A BUSINESS
West Africa Campaign
This section contains all assets and information regarding the campaign
Funnel Outline
West Africa Funnel Outline - overview on how the West Africa funnel works.
Landing Pages
WA Landing Page - can be shared as needed
Creatives & Copy
Group Trip Sales Deck - open this up in canva and change the copy to your liking
FB Ads - ads that are currently running
Organic Social Creative - use this to post in FB & Insta - pair this the copy below
Organic Social Copy - copy & paste or use as AI prompts to
8x11 Trip Overview - it's included in the funnel, however it can be shared individually with interested parties
Sequences
Onboarding | Video Overview of the automated sequence
General - a general campaign that any contact can be added too.
Optin (Power 10 Sequence) - automatically starts after a completes a form from the landing page or from the FaceBook campaign.
SMS
Email Capture SMS Sequence - created for that only have phone numbers. Add a contact to this sequence by either;
a. Tagging a contact "email-capture"
b. from the contact page
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send, if you discover any documents / information while preparing their return.
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2021 Client Intake
2020 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send, if you discover any documents / information while preparing their return.
Intake Forms - DO NOT SHARE. These your personal client intake forms. These forms are connected to automations for your account.
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents Form
Send, if you discover any documents / information while preparing their return.
ONLY SEND IF/WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send this form if you discover that a client is missing documents, while actually processing the return
ONLY SEND IF/WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
SEND IF A CLIENT HAS A BUSINESS
Phillipines Campaign
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send, if you discover any documents / information while preparing their return.
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2021 Client Intake
2020 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send, if you discover any documents / information while preparing their return.
Intake Forms - DO NOT SHARE. These your personal client intake forms. These forms are connected to automations for your account.
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents Form
Send, if you discover any documents / information while preparing their return.
ONLY SEND IF/WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send this form if you discover that a client is missing documents, while actually processing the return
ONLY SEND IF/WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
SEND IF A CLIENT HAS A BUSINESS
