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hello guys how are you welcome back the tax products this portion of the video is on how to request the documents for a client which of course is to me is the most exciting part about tax products because this will alleviate that customer that always comes into the office of wants that money back very quickly but always forgets to bring those documents you know what I mean so this time this year youll be able to catch them before they ever get out of the parking lot with the nifty little text message or email to let them know that you need those documents and it will even help them get the documents for you let me show you exactly what I mean so from our homepage what we would need to do is load an assistant client im going to use test webinar so we can state uniform here all right well click on test webinars name of course that brings us into client details which on the client details page of course we have our name social email phone date we were added and whatnot and were able t