Good morning Team! ๐ป๐ป
We noticed a few questions coming in about how to get your link or QR code and how to add it to your flyer, so we went ahead and made a simple step by step guide for you.
You can find the guide in the Classroom, under Resources for Rise Tax Associates. It walks you through how to generate your link or QR code directly from the CRM so clients can easily submit their info.
Take a look when you get a chance, and if you still run into any issues, just let us know and weโll help you out ๐