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Forms
Create forms for your clients
Our latest feature to be released, build your own forms for onboarding, tax questionnaires, the possibilities are endless.
Then, seamlessly transfer the data directly into Engager.app.
Features Include
Create a library
We understand that data required on each client is constantly evolving, thats why you can duplicate previous forms and add to them.
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Improved accuracy
Getting the client to update data forms will improve accuracy, no more transpositional errors!
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Save Time
Once the client has completed any given form, that data can be imported directly into Engager.app. This will save
hours
in data entry.
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