Supporting Your Clients

Clients & Thirdfort

• What guidance should I give my clients?
• What ID documents can my clients use?
• Can my client use an expired ID?
• Why can't I see my clients completed check?

Client Data

• How can my client delete their data?
• Does Thirdfort credit check my client?

Encouraging Check Completion

• Can I change a check after requesting it?
• My client has not received the email invite
• My client has not received the text invite
• When do my clients receive reminders?
• Can I stop reminder messages for my client?

Client App Usage

• How can my client get help with the app?
• Can two clients use the same mobile number?
• Why did my client skip a task in the app?
• How can I help a client complete a check in person?
• My client does not have a compatible device
• Can my client use an international mobile number?

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Task Troubleshooting

• Why has my client been blocked from signing in?
• My client can't see their transaction or tasks
• My client is struggling to link their bank

App FAQ's

• Does the app support multiple languages?