Using Compliancely
We are using Compliancely to make your experience with us seamless. With Compliancely you can e-authorize our team to run transcripts on your behalf. You’ll also will be able to enter your information before submitting it to us.
Tips for Using Compliancely
Once you have verified your essential tax information through the E-consent form, please navigate to their website
In the top right menu of your account, browse your profile to find the Integrations tab > Hosted Flow > Hosted Flow Templates
The Integrations tab is where you will find the consent collection links
Click on the Copy button under Hosted Flow Templates to share the consent link with our team