STEP 1
OPEN CLIENT FILE
COMPLETE APPLICATION
CERITIFIED ID / PASSPORT
PROOF OF ADDRESS
SIGN CONSENT FORM
STEP 2
DOCUMENT PACK PROVIDED
U-FILING CLAIM SUBMISSION
FOLLOWING UP ON SUBMISSION
CHECKING ON PAYMENT STATUS
PAYMENT COMPLETION
STEP 3
CLOSING CLIENT FILE
DESTROY ALL DOCUMENTATION
DELETE ALL ONLINE DOCUMENTS
DELETE ONLINE CORRESPONDENCE
CLOSE ONLINE FILE
SEND THANK YOU GIFT