The eagerly anticipated Client Portal by CashCalc has been launched. This feature, which is included within your subscription at no extra cost, means you can now invite your clients to create their very own Portal account. This will allow you to communicate and securely share information, such as completing a digital Fact Find.

The digital Fact Find, formerly known on CashCalc as a Data Capture Form, has also received a revamp. As well as being given a new look and feel, some significant behind the scenes improvements have been made – we seriously recommend completing the form yourself to experience the new functionality first-hand.

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