Quik! & SmartOffice
Top 5 Reasons SmartOffice Users Love Quik!
And your sixth reason: Save money. You can try Quik! free for 14 days and if you decide it is for you, our special offer for SmartOffice users gives you 20% off!
Quik! imports 60+ fields of information from every record to your forms.
With Quik! you’re not limited to prefilling just the owner’s information. Import co-owner, spouse, beneficiary – any role.
Every form in our library is ready to send out for E-Signature with the click of a button. No template necessary.
We support you in every way we can – phone, chat, email, articles – we care that you have a positive customer experience.
Quik! doesn't just want to be better now, it stays ahead of any other solution. Watch for householding, client onboarding, and transitions.
Just click the button below to sign up and get your discount now.
“Smart technology enables our independent financial planners. Quik! Is a key piece of the larger puzzle. It works!” - Aaron S.