We only need basic information about your business to set up your account. And then you are all ready to send your first invitation. It’s that easy.
Telescope will ask your clients to set up their password, and then they can start adding in information. At any stage, you can view their fact find, and see where they are at.
Forewarned is forearmed as they say – you will now be able to prepare for meetings with full knowledge of what’s going on for your clients.
No more nasty surprises in meetings like ‘actually we are getting divorced’ or ‘I have just quit my job’ or ‘I just bought a property for the SMSF that I haven’t started yet’.