furl demo
You’re both sides: Dana the accountant on the left, her client Sam on the right. Sample documents only.
Start over
Make it mine (free account)
1
Drop the sample documents.
On Sam’s side (right), click “Add the sample documents”. Watch Dana’s checklist fill in on the left.
2
Review what Furl wasn’t sure about.
Sam’s licence has expired. On Dana’s side, ask Sam for a current one (or accept it anyway).
3
Ask Furl.
On Dana’s side, open “Ask Furl” and ask “What’s still missing?”. It answers and points at it.
Setting up Dana’s request for Sam…