Frequently Asked Questions
Click the question to get the answer!
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? 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?