Creating a Census Batch (Available for those who are both Portal and Compliance Users) Creating a Census Batch (Available for those who are both Portal and Compliance Users)

Creating a Census Batch (Available for those who are both Portal and Compliance Users)

 

Please select the link below to view a tutorial on adding the Census Worksheet to a batch to send to your clients via the Portal.

Please note this feature is only available to those who subscribe to both the Portal and Compliance Modules:

https://screencast-o-matic.com/watch/crjZqsVjSIC