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Raising rates




  • Susan Fee

    I'm looking for the same thing - thanks for posting!

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  • Katie Besly


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  • Sara

    Hi everyone,

    I recommend creating a consent document with this information and then sending it to the client via their Client Portal. The client will then be able to review this document in their Client Portal and add their e-signature which will then allow you to keep the signed document in their client file. To create a consent document, go to Settings > Client Portal > Shared Documents and Files > +Consent Document.

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