A summary of documentation to gather
In this section of Divii you will find a Financial Documentation Checklist, which is a summary of documentation your client should gather based on their inputs. This is seen by your client at any permission level when you share Divii with your client.
Note: If you have excluded property, you'll need to add them in to divii in order to get exclusion listing.
The Financial Documentation Checklist is also available to download right off the page.