Frequently Asked Questions
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How many clients and maps come with Cash Flow Mapping? How do I update my credit card information? How do I set up two factor authentication? How do I use page two of the report? Should I create two maps for each client? Are clients able to log-in and input information? Can we block Access? What are the required documents needed to make a map? Are FICA/Medicare and Social Security included in the tax calculation? What does the client experience look like? Are there forms I can send to the client to gather data? Do pre-tax/post-tax benefits flow to the fixed or variable fields? Can I customize my client portal and site?