{"id":819,"date":"2026-10-13T15:21:04","date_gmt":"2026-10-13T19:21:04","guid":{"rendered":"https:\/\/newportal.crawfordss.com\/?page_id=819"},"modified":"2026-10-14T10:34:37","modified_gmt":"2026-10-14T14:34:37","slug":"ifirm-resources","status":"publish","type":"page","link":"https:\/\/newportal.crawfordss.com\/index.php\/ifirm-resources\/","title":{"rendered":"iFirm Resources"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"819\" class=\"elementor elementor-819\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ede0e76 e-con e-atomic-element e-flexbox-base e-7c8f9b1 \" data-id=\"ede0e76\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"ede0e76\">\n    \t\t<div class=\"elementor-element elementor-element-8dc7536 elementor-widget elementor-widget-image\" data-id=\"8dc7536\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1900\" height=\"600\" src=\"https:\/\/newportal.crawfordss.com\/wp-content\/uploads\/2026\/10\/Banner-iFirm-Resources.png\" class=\"attachment-full size-full wp-image-836\" alt=\"\" srcset=\"https:\/\/newportal.crawfordss.com\/wp-content\/uploads\/2026\/10\/Banner-iFirm-Resources.png 1900w, https:\/\/newportal.crawfordss.com\/wp-content\/uploads\/2026\/10\/Banner-iFirm-Resources-300x95.png 300w, https:\/\/newportal.crawfordss.com\/wp-content\/uploads\/2026\/10\/Banner-iFirm-Resources-1024x323.png 1024w, https:\/\/newportal.crawfordss.com\/wp-content\/uploads\/2026\/10\/Banner-iFirm-Resources-768x243.png 768w, https:\/\/newportal.crawfordss.com\/wp-content\/uploads\/2026\/10\/Banner-iFirm-Resources-1536x485.png 1536w\" sizes=\"(max-width: 1900px) 100vw, 1900px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n<div class=\"elementor-element elementor-element-d03631f e-con e-atomic-element e-flexbox-base e-902415f \" data-id=\"d03631f\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"d03631f\">\n    \t\t<div class=\"elementor-element elementor-element-e7cb4b7 elementor-widget elementor-widget-spacer\" data-id=\"e7cb4b7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-72c4b97 elementor-widget elementor-widget-heading\" data-id=\"72c4b97\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">iFirm Resources<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-32810af elementor-widget elementor-widget-spacer\" data-id=\"32810af\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1ed8b3c elementor-nav-menu__align-center elementor-nav-menu--dropdown-tablet elementor-nav-menu__text-align-aside elementor-nav-menu--toggle elementor-nav-menu--burger elementor-widget elementor-widget-nav-menu\" data-id=\"1ed8b3c\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;layout&quot;:&quot;horizontal&quot;,&quot;submenu_icon&quot;:{&quot;value&quot;:&quot;&lt;svg aria-hidden=\\&quot;true\\&quot; class=\\&quot;e-font-icon-svg e-fas-caret-down\\&quot; viewBox=\\&quot;0 0 320 512\\&quot; xmlns=\\&quot;http:\\\/\\\/www.w3.org\\\/2000\\\/svg\\&quot;&gt;&lt;path d=\\&quot;M31.3 192h257.3c17.8 0 26.7 21.5 14.1 34.1L174.1 354.8c-7.8 7.8-20.5 7.8-28.3 0L17.2 226.1C4.6 213.5 13.5 192 31.3 192z\\&quot;&gt;&lt;\\\/path&gt;&lt;\\\/svg&gt;&quot;,&quot;library&quot;:&quot;fa-solid&quot;},&quot;toggle&quot;:&quot;burger&quot;}\" data-widget_type=\"nav-menu.default\">\n\t\t\t\t\t\t\t\t<nav aria-label=\"Menu\" class=\"elementor-nav-menu--main elementor-nav-menu__container elementor-nav-menu--layout-horizontal e--pointer-underline e--animation-fade\">\n\t\t\t\t<ul id=\"menu-1-1ed8b3c\" class=\"elementor-nav-menu\"><li class=\"menu-item menu-item-type-custom menu-item-object-custom menu-item-821 menu-item-anchor\"><a href=\"#GeneralInfo\" class=\"elementor-item elementor-item-anchor\">General Information<\/a><\/li>\n<li class=\"menu-item menu-item-type-custom menu-item-object-custom menu-item-822 menu-item-anchor\"><a href=\"#PortalInfo\" class=\"elementor-item elementor-item-anchor\">Portal Information<\/a><\/li>\n<li class=\"menu-item menu-item-type-custom menu-item-object-custom menu-item-823 menu-item-anchor\"><a href=\"#NewClientIntake\" class=\"elementor-item elementor-item-anchor\">New Client Intake Forms<\/a><\/li>\n<\/ul>\t\t\t<\/nav>\n\t\t\t\t\t<div class=\"elementor-menu-toggle\" role=\"button\" tabindex=\"0\" aria-label=\"Menu Toggle\" aria-expanded=\"false\">\n\t\t\t<svg aria-hidden=\"true\" role=\"presentation\" class=\"elementor-menu-toggle__icon--open e-font-icon-svg e-eicon-menu-bar\" viewBox=\"0 0 1000 1000\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M104 333H896C929 333 958 304 958 271S929 208 896 208H104C71 208 42 237 42 271S71 333 104 333ZM104 583H896C929 583 958 554 958 521S929 458 896 458H104C71 458 42 487 42 521S71 583 104 583ZM104 833H896C929 833 958 804 958 771S929 708 896 708H104C71 708 42 737 42 771S71 833 104 833Z\"><\/path><\/svg><svg aria-hidden=\"true\" role=\"presentation\" class=\"elementor-menu-toggle__icon--close e-font-icon-svg e-eicon-close\" viewBox=\"0 0 1000 1000\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M742 167L500 408 258 167C246 154 233 150 217 150 196 150 179 158 167 167 154 179 150 196 150 212 150 229 154 242 171 254L408 500 167 742C138 771 138 800 167 829 196 858 225 858 254 829L496 587 738 829C750 842 767 846 783 846 800 846 817 842 829 829 842 817 846 804 846 783 846 767 842 750 829 737L588 500 833 258C863 229 863 200 833 171 804 137 775 137 742 167Z\"><\/path><\/svg>\t\t<\/div>\n\t\t\t\t\t<nav class=\"elementor-nav-menu--dropdown elementor-nav-menu__container\" aria-hidden=\"true\">\n\t\t\t\t<ul id=\"menu-2-1ed8b3c\" class=\"elementor-nav-menu\"><li class=\"menu-item menu-item-type-custom menu-item-object-custom menu-item-821 menu-item-anchor\"><a href=\"#GeneralInfo\" class=\"elementor-item elementor-item-anchor\" tabindex=\"-1\">General Information<\/a><\/li>\n<li class=\"menu-item menu-item-type-custom menu-item-object-custom menu-item-822 menu-item-anchor\"><a href=\"#PortalInfo\" class=\"elementor-item elementor-item-anchor\" tabindex=\"-1\">Portal Information<\/a><\/li>\n<li class=\"menu-item menu-item-type-custom menu-item-object-custom menu-item-823 menu-item-anchor\"><a href=\"#NewClientIntake\" class=\"elementor-item elementor-item-anchor\" tabindex=\"-1\">New Client Intake Forms<\/a><\/li>\n<\/ul>\t\t\t<\/nav>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e7c5ac5 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"e7c5ac5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n<div class=\"elementor-element elementor-element-31c677b e-con e-atomic-element e-flexbox-base e-a30ccb1 \" data-id=\"31c677b\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"31c677b\">\n    \t\t<div class=\"elementor-element elementor-element-3d90c74 elementor-widget elementor-widget-menu-anchor\" data-id=\"3d90c74\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"menu-anchor.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-menu-anchor\" id=\"GeneralInfo\"><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2bff961 elementor-widget elementor-widget-spacer\" data-id=\"2bff961\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8b9e950 elementor-widget elementor-widget-heading\" data-id=\"8b9e950\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">General Information<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-026973f elementor-widget elementor-widget-spacer\" data-id=\"026973f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-dd19316 e-flex e-con-boxed e-con e-parent\" data-id=\"dd19316\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-55486f1 elementor-widget elementor-widget-spacer\" data-id=\"55486f1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dfe5e3f elementor-align-justify elementor-widget__width-initial elementor-widget elementor-widget-button\" data-id=\"dfe5e3f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/newportal.crawfordss.com\/wp-content\/uploads\/2026\/10\/CSS-Employee-Manual-2026.pdf\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">iFirm Champions<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-630e4b4 elementor-align-justify elementor-widget__width-initial elementor-widget elementor-widget-button\" data-id=\"630e4b4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/newportal.crawfordss.com\/wp-content\/uploads\/2026\/10\/Active-Ifirm-Codes-Descriptions.pdf\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">CSS iFirm Activity Codes <\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-009a631 elementor-widget elementor-widget-spacer\" data-id=\"009a631\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n<\/div>\n<div class=\"elementor-element elementor-element-dc348b9 e-con e-atomic-element e-flexbox-base e-642f8cc \" data-id=\"dc348b9\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"dc348b9\">\n    \t\t<div class=\"elementor-element elementor-element-75e584e elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"75e584e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8133a58 elementor-widget elementor-widget-menu-anchor\" data-id=\"8133a58\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"menu-anchor.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-menu-anchor\" id=\"PortalInfo\"><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8c69c3c elementor-widget elementor-widget-spacer\" data-id=\"8c69c3c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fdf6d83 elementor-widget elementor-widget-heading\" data-id=\"fdf6d83\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Portal Information<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d43c48e elementor-widget elementor-widget-spacer\" data-id=\"d43c48e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b5de88b e-flex e-con-boxed e-con e-parent\" data-id=\"b5de88b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a204a12 elementor-widget elementor-widget-spacer\" data-id=\"a204a12\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-14b0719 elementor-align-justify elementor-widget__width-initial elementor-widget elementor-widget-button\" data-id=\"14b0719\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"mailto:?subject=Welcome%20to%20Your%20New%20Client%20Portal&#038;body=Dear%20%5BClient%27s%20Name%5D%2C%20%0A%0AWe%20are%20excited%20to%20introduce%20you%20to%20our%20new%20Client%20Portal%2C%20a%20secure%20and%20convenient%20way%20to%20manage%20your%20documents%20with%20our%20team.%0A%0AWhat%20is%20the%20Client%20Portal%3F%20%0AThe%20Client%20Portal%20is%20an%20online%20platform%20where%20you%20can%3A%20%0A%E2%80%A2%20Access%20documents%3A%20View%20and%20download%20invoices%2C%20corporate%20or%20personal%20tax%20returns%20and%20other%20important%20files.%20%0A%E2%80%A2%20Upload%20documents%3A%20You%20will%20be%20able%20to%20upload%20documents%20and%20signed%20paperwork%20securely%20for%20your%20accountant.%20%0A%E2%80%A2%20Digital%20Filing%20Cabinet%3A%20This%20will%20be%20a%20secure%20storage%20space%20for%20your%20electronic%20documents.%20%0A%0AHousehold%20Accounts%3A%20%0AIf%20multiple%20members%20of%20his%20household%20need%20access%20to%20documents%20in%20the%20portal%2C%20each%20must%20sign%20a%20consent%20authorization%20letter%20which%20is%20located%20in%20the%20unsigned%20documents%20folder%20in%20your%20portal.%0A%0AHow%20to%20Get%20Started%3B%20%0AAn%20invitation%20email%20from%20crawfordss%40cchifirm.ca%20with%20the%20subject%20line%20Register%20For%20Client%20Portal%20will%20arrive%20shortly.%20%0A1.%20The%20invitation%20email%20will%20contain%20a%20unique%20link.%20Click%20on%20it%20to%20be%20directed%20to%20the%20portal.%20This%20link%20will%20expire%20within%207%20days.%0A2.%20Create%20your%20account%3A%20Follow%20the%20prompts%20to%20create%20your%20login%20credentials%2C%20including%20the%20two-step%20authentication%20for%20added%20security.%0A3.%20Bookmark%20this%20link%3A%20https%3A%2F%2Fcrawfordss.cchifirm.ca%2Fclientportal%20to%20bring%20you%20back%20to%20your%20Portal%20easily.%20%0A%0AIf%20you%20have%20any%20questions%20or%20need%20help%20setting%20up%20your%20account%2C%20feel%20free%20to%20reach%20out%20to%20our%20team.\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Client Portal Invitation Email Template<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7ac91bd elementor-align-justify elementor-widget__width-initial elementor-widget elementor-widget-button\" data-id=\"7ac91bd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/newportal.crawfordss.com\/wp-content\/uploads\/2026\/10\/2024-Portal-Permission-Letter-1.docx\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Portal Authorization Letter<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-232a277 elementor-align-justify elementor-widget__width-initial elementor-widget elementor-widget-button\" data-id=\"232a277\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/newportal.crawfordss.com\/wp-content\/uploads\/2026\/10\/NEW-Job-Request-Form.docx\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">New Job Request Form<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fa93af5 elementor-widget elementor-widget-spacer\" data-id=\"fa93af5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n<\/div>\n<div class=\"elementor-element elementor-element-ed2018f e-con e-atomic-element e-flexbox-base e-ed2018f-b372577 \" data-id=\"ed2018f\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"ed2018f\">\n    \t\t<div class=\"elementor-element elementor-element-564931b elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"564931b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-40c3988 elementor-widget elementor-widget-menu-anchor\" data-id=\"40c3988\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"menu-anchor.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-menu-anchor\" id=\"NewClientIntake\"><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-89f6c28 elementor-widget elementor-widget-spacer\" data-id=\"89f6c28\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-efa40e4 elementor-widget elementor-widget-heading\" data-id=\"efa40e4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">New Client Intake Forms<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-22c3a5e elementor-widget elementor-widget-spacer\" data-id=\"22c3a5e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5bae865 e-flex e-con-boxed e-con e-parent\" data-id=\"5bae865\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3f903e5 elementor-widget elementor-widget-spacer\" data-id=\"3f903e5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d82c5d9 elementor-align-justify elementor-widget__width-initial elementor-widget elementor-widget-button\" data-id=\"d82c5d9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"mailto:?subject=Welcome%20to%20Crawford%20Smith%20%26%20Swallow&#038;body=Dear%20%5BClient%27s%20Name%5D%2C%0A%0AWelcome%20to%20Crawford%20Smith%20%26%20Swallow%20Chartered%20Professional%20Accountants%20LLP%21%20We%27re%20delighted%20to%20have%20you%20on%20board%20and%20appreciate%20the%20opportunity%20to%20support%20your%20accounting%20needs.%0A%0ATo%20help%20us%20set%20up%20your%20client%20file%2C%20please%20complete%20the%20attached%20New%20Client%20Intake%20Form%20and%20return%20it%20to%20%5BPartner%20or%20Manager%2F%20and%20Admin%5D%20at%20your%20earliest%20convenience.%0A%0AIf%20you%20have%20any%20questions%20while%20filling%20out%20the%20form%2C%20don%27t%20hesitate%20to%20reach%20out%E2%80%94we%27re%20here%20to%20help.%0A%0AWe%20look%20forward%20to%20working%20with%20you.%0A%0AWarm%20regards%2C\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Client Intake Email<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-423da77 elementor-align-justify elementor-widget__width-initial elementor-widget elementor-widget-button\" data-id=\"423da77\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/newportal.crawfordss.com\/wp-content\/uploads\/2026\/10\/NEW-CLIENT-INTAKE-FORM-TEMPLATE-Updated-6.docx\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Intake Form for Clients<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a90cf6a elementor-align-justify elementor-widget__width-initial elementor-widget elementor-widget-button\" data-id=\"a90cf6a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/newportal.crawfordss.com\/wp-content\/uploads\/2026\/10\/New-Client-Intake-Form-Feb2026-1.docx\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Intake Form for Partners\/Managers<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9f80e85 elementor-widget elementor-widget-spacer\" data-id=\"9f80e85\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-820016c elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"820016c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>iFirm Resources General Information iFirm Champions CSS iFirm Activity Codes Portal Information Client Portal Invitation Email Template Portal Authorization Letter New Job Request Form New Client Intake Forms Client Intake 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