Remember to add your 50 names, email addresses and phone numbers to the CRM. This is apart of your onboarding. All onboarding steps must be completed before you can receive company provided tax leads.
Good day Arianna, I still have that IP white-flagging issue. I can login just from my other apartment into the main CRM (https://smarttaxsystems.cloudtaxoffice.com/). I'll double check in less than a hour anyway. I will try to bypass the issue temporarily with remote control but it's not as practical as a direct login. I'm, fundamentally, ready. Thanks