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Generating forms prefilled with your client and advisor data only requires three steps.

 

  • Step 1: Select Form Packages
  • Step 2: Choose Clients
  • Step 3: Generate Forms

We recommend that you start with this basic 1, 2, 3 navigation and use the icons to move forward and backward in the process.

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For help regarding Quik! Forms and the Quik! API
Email: support@quikforms.com | Phone: (877) 456-QUIK