With the Cost Segregation service, once a Feasibility Report is completed for your Client, an activation link is generated so your Client can complete their activation of the service to begin site photo upload and trigger the Final Report to be completed.
This activation link can be found in the Client Card, under the CS Circle. (See also: What Is a Client Card?)
Open the Client Card from the My Clients page.
Click on the CS Circle.
You may click on the CS Invoice Link to copy it to clipboard. You may email that link to the Client for them to complete their activation.
