Credit card information is NOT requested through a separate link. It is included with onboarding onto portal. It would be a plus that credit card and demographics are embeded into client onboarding onto portal.
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In Review
Feature Request
client payments
2 days ago

Marika Dvorak
Get notified by email when there are changes.
In Review
Feature Request
client payments
2 days ago

Marika Dvorak
Get notified by email when there are changes.