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Book an Intro Session

Before starting a 21 Day Free Trial, we recommend that you attend our 60 Minute Intro Session. This will ensure that you will get the most out of your Free Trial.

This will allow us to show you how to navigate the iFactFind process as efficiently as possible.

We understand that every practice has its own method of managing clients and we have worked hard to provide as much flexibility as possible around the On-Boarding process. However, this means that you really need to understand these different options before you start to use iFactfind.

Please book a time here for your 60 minute Zoom Intro.

  • Practical User Tips
  • Client Engagement
  • Compliance
  • Q & A

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