I’ve used online factfinds from Cashcalc and Fincalc. Both systems allow you to accept/modify any changes to a submitted factfind before accepting them.
With Plannr, any mistakes by the client go straight in.
There should be an option to validate additions/changes before accepting them.
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Accepting Feedback
Feature Request
Fact Find
10 months ago

Kenny Gahagan
Get notified by email when there are changes.
Accepting Feedback
Feature Request
Fact Find
10 months ago

Kenny Gahagan
Get notified by email when there are changes.