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Welcome !
Start Using SuperForms in less than 30 minutes
What is a SuperForm?
SuperForm Benefits
Quick Systems Check
Firm Setup Introduction
Copy Template
Customize the Hyperlink Grid
Customize the Status Dropdowns
Create a Firm Google Template
Client Setup Introduction
Copy Firm Template into Client Folder
Customize the Hyperlinks Grid in the Client Template
Using the Google Doc SuperForm Introduction
Copy the Client Template to a New Month
Working with the Liscio Files Tab
Capture QBO Reports
Working with Sheets
Working with PDFs
Knowledge Check Quiz
Thank You and Related Learning Opportunities
