Client Connect CPA


Tutorial Manager

The tutorial manager can be used in a variety of ways to ask questions and present answers as clients are guided information.

Create an online survey

Ask clients a series of questions about their current financial situation, then output the collective results with an option to have one of your professional staff contact them. Firm can also recommend a variety of featured content (PDF downloads, recorded webinars, podcasts, etc.) to give additional information.

Create an online tutorial

Provide a series of questions and based on the number of correct answers, offer clients various downloads that will help them or offer to have someone from your firm contact them.

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