To enter your information for your professional, please do the following:
- Using the links in the e-mail sent to you by your attorney, mediator, or financial advisor, download the software or log in online.
- Under the "Your Info" tab, click each selection (Background & Child, Income, Expenses, Assets & Debts), and fill in your information.
- For Income and Expenses, fill in information for the other party, to the extent you know it.
- When you are ready, let your professional know. Your professional will be able to download your information. If your professional is using our Cloud software, they will be able to edit your information directly.
- To prevent confusion: Once you alert your professional, do not make any further entries, unless your professional suggests that you do.
- Click here for a graphic with useful instructions
- Click here for a video introduction.
Note: You may have received an email indicating that there would be an option for downloaded client software.
To streamline and simplify your data entry process, we have removed that option.
If you have any questions, please contact us.
