Generating a Link and Reviewing the Business Owner Experience
Watch the video above to learn how to generate a link to send to a business owner and what they can expect when entering their data in RISR.
This walkthrough covers the business owner data entry experience, including how they can answer qualitative questions, upload tax returns, connect QuickBooks Online, and enter information manually.
For additional guidance, you can also review /help/the-business-owners-data-entry-journey-what-to-expect-and-necessary-data.