In addition to the required steps, you can also perform optional steps to:

• Prefill forms with your client data
• Set up user accounts for each of your users

Prefill Forms With Client Data

To prefill forms with Quik! you must connect to your client data source. A data source can be a CRM (Customer Relationship Manager) system (e.g. ACT!, Advisors Assistant, Redtail, etc), an application that manages some client data (e.g. Microsoft Outlook, Albridge, Excel) or a file you export from some other data source. Quik! was designed to seamlessly work with over 30 different data sources. To connect your client data source, see the section titled, "Connect to Your Client Data Source".

Set Up User Accounts

If you have multiple people in your office who will be using Quik!, you can set up unique user accounts for each user with specific user rights based on which functions you want them to perform. To set up additional users, click the "Manage Users" links within the Quik! Desktop version (see image below):

Or go online and click the Users menu: