Welcome to day 4 of the onboarding course! Today, we will cover the following topics:
How to request documents from your clients
Setting the duration for bank statement requests
How to request bank statements from your clients
Let’s get started with today’s video!
NOTE: Effi lite does not include email automation and electronic bank statement collection.
If you have any questions do not hesitate to reach out to us at firstname.lastname@example.org
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