Lens
Fact Find for Accountants & Financial Advisers
6 followers
Fact Find for Accountants & Financial Advisers
6 followers
Lens is the simplest fact finding tool for financial professionals. No forced demos. No upfront costs. No per-user fees. No restrictions. Start using the full version of Lens today—absolutely free.
Create a client and send out a fact find in 1 minutes. Your client will get a link to their fact find form, which they can fill in on their phone or the computer. Better yet, if they need help, they can either ask for live assistance, or schedule a Calendly meeting, it’s up to you.
