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Client Quick Start

One page for everything. No need to jump between many tabs.

Step 2

Download Required Format

Open Downloads and get the correct file/template for your form.

Step 3

Upload and Pay

Upload your files from Home first. Once the upload is finished, payment options will appear and you can continue from there.

2-Minute Walkthrough Video

Share this short video with every client before they start. It removes confusion and reduces support calls.

  1. Open Client Quick Start page.
  2. Show Step 1, Step 2, and Step 3 in order.
  3. Explain that clients only need these three buttons.

Video assets prepared in CLIENT_VIDEO_SCRIPT.md and CLIENT_VIDEO_SUBTITLES.srt.