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Question: What is the Client Cloud Data Entry process?


1. You send the client an email from the Client Data > Open/Save/Send > New Client link.

2. The client receives an email asking him/her to register by clicking on a link in the email:


3. This screen comes up and the client enters his or her email and creates his or password:


(The client may also set a new password clicking New Password.)

4.  The client clicks "Set Password" and this screen comes up, asking the client to Log In:


5. The client logs in again.

6. Once the client clicks Log In, this screen comes up, and the client begins entering data.


7. When the client is ready, the client clicks Send & Settings > Send File to Pro.