Available starting 2/13/2019
Our Manage Clients pages have a new and improved look! Access all the same information and functionality that you are use to with the updated view. The pages are found under the Client section of the Admin tab and selecting a client.
The disclosures tab now allows you to have complete management over all disclosure types. With this update, users can select an author, fulfiller and delivery method, along with the ability to select the disclosure letter to be assigned to that client for each type.
Select the question mark on each page to be directed to the TazSupport guide for more information on the related subject.
Click here for more information on Manage Clients
Click here for more information on Client Disclosures
Click here for more information on Client Products
Click here for more information on Client Preferences