How do I send a Client Services Agreement for signature?

1. Click Clients and open the client.
2. Go to Documents, then Agreements, and click Create agreement.
3. Pick the document: W-2 Client Services Agreement, Client Services Agreement (1099 / Independent Contractor), or Client Services Addendum.
4. Pick the client signer, or add a new contact.
5. Click Sign now.

You sign first, then your client is emailed to sign, then BOSS countersigns. Everyone gets the signed copy, and it is saved to the client's Documents.

Questions? Contact BOSS Support at support@backofficenow.com.