- Products
Client Portal
Deliver a branded client experience
Messaging
Communicate with clients securely
Invoicing
Invoice clients and get paid
Tasks
Assign tasks to clients and stay organized
Contracts
Create contracts and request eSignatures
File Sharing
Share and organize documents
Forms
Streamline data collection
Store
Make online storefronts
Features
- Solutions
- Resources
- Pricing
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Forms App
In this video, learn how to use the Forms App. This app makes it easy to collect information from clients in a streamlined way. Learn how to create forms with different types of questions, assign forms, and view form responses.
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