When creating a new Client, you may find that the Client's Tax ID number you entered is already in use. If that's the case, don't panic.
There's a few steps to take:
1. Make sure the Tax ID number was entered correctly. This may seem like an obvious step, but often times it's just that simple.
2. Initiate a Broker Transfer. The Client may already exist in FormFire under a different book of business. You can transfer the Client, so you don't have to start over.
NOTE: If the contact information shown is not correct, or you receive a message that there are no Employees in the Client, then you must have your contact at the Client complete a the online Broker Transfer form.
3. Contact Customer Advocacy. If all else fails, we can help get things figured out. Send us an email at support@FormFire.com and we can help.
Click here to see how you can contact our FormFire Customer Advocacy team for technical assistance. If you need to reach any other department, please visit our Contact FormFire page for additional options.
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