Step1 of the Extranet now displays the Client Date of Birth when showing the SSN.
CoApps information is also displayed but not required.
Using the Settings tab, Clients can now update their address information and and phone numbers.
Step1 of the Extranet now displays the Client Date of Birth when showing the SSN.
CoApps information is also displayed but not required.
Using the Settings tab, Clients can now update their address information and and phone numbers.