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 support@effi.com.au

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