Quick Entry Form

The Quick entry form will pre-populate your client's data with a spouse (optional), accounts, incomes, expenses, and automatic savings to get you started faster.

An email address is optional and if used, you will be able to allow your client to create a password so they can log in and access and edit their data (and only their data). They will not have access to any tools, just data entry.

They will be able to get a password to log in using the reset password feature

Please make sure a subscription is paid for before they log in to their account or they will get an error message to contact you.

You will see any data they enter and they will see any changes you make to their data.

To revoke their ability to log in, you can just delete their email address.

We will never send any emails to your clients.