After you sign up on the portal and selct “Yes” to work with us, you’ll fill out a short questionnaire based on your business and needs so we can determine the most effective service for you.

Meet with Margaret in a 15-minute call to answer any questions so you are ready to work with us!

Let’s get started! You’ll receive your link to our customized portal and a video walking you through how to navigate the portal, the process of uploading your docs and other tips to set you up for success.