Onboarding

Overview

Assistance HQ helps you know your customers with KYC forms to collect client business information.

  1. Login to your AssistanceHQ dashboard.
  2. Select Messages - Client.
  3. Under client profile click Send KYC to send the form to the client.
  4. The KYC form response will appear in your messages once completed.

kyc
  •     Client Portal
  • Time Tracking