Using cloud-based technology and incorporating show/hide functionality, the level of available detail is greatly improved compared to other means of data collection.
Without needing to provide the client with a 20-30-page fact find document required to collect all their information, One web application can capture information such as blended families, full entity details for trusts, companies and partnerships and even tax-deductibility of expenses.
The level of detail available with iFactFind would require a document of between 50-70 pages – far more than the client would accept.