Can my client input information into the software?
Yes, the User can give their client access to help fill out the software especially in the case of the KYCA. This shortens the time needed for the user to onboard clients.
The client’s view is limited to only the Question & Answer section where they input their information, they cannot see the final report text, red flags or concerns raised or the verify boxes. They do have access to the comments section so they can communicate with the User if they have any questions.
Still need help? Get in touch