Скачать или смотреть Feature Spotlight: How Forms Improve Data Gathering

In this webinar, we dive deep into Engager's Forms functionality. A powerful tool designed to streamline information collection and save you time! Whether you’re gathering data for self-assessments, client onboarding, or annual updates, Engager Forms makes it easy to create custom forms, pre-fill data, and securely capture responses.

In this session, you’ll learn:

How to create forms from scratch
How to customise forms for your needs
How to integrate forms into your client portal
How to review and manage responses seamlessly

Perfect for accountants and bookkeepers looking to optimise client data collection with ease and accuracy.

🔗 Watch the full recording, and don’t forget to check out our Help Center for more tutorials!

Key Features Covered:

Custom form creation
Automating client data collection
Integration with client portals
Exporting and saving data

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