Onboard 1

Client On-Boarding Step 1

This form is a digital version of our Engagement Letter for our clients. The Engagement Letter may be supplemented with supplemental riders that modify the scope of work and our fee arrangements.

Name of Individual Signer*
First Last
The name of the individual that is representing themselves and legal entities should be listed. Associated individuals and business entities will be addressed through supplemental riders.
Business Address of Signer*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Primary Business Website*
Primary Business Email*
Enter Email Confirm Email
Sensitive or Confidential eMail Requirement*
If there are any confidential or sensitive topics that should be addressed through a separate email address, this is the place to list the email, and a place to indicate the topics to be covered.
Email for Confidential or Sensitive Topics
Enter Email Confirm Email
Description of Sensitive or Confidential Topic
If you need more that 10,000 characters to address, please let us know
Upload your Files
Feel free to attach any documents that you believe are relevant to our relationship, or we have requested.
What do we need to know to do an excellent job?
Please take the time to let us know about any lingering concerns, and what can to not only meet you expectations, but exceed them everyday.
Registered Member of Our Website*
Approve for Step 2*
Approve for Step 2
Approval by Managing Director of Step 2

Client Support

Client On-Boarding Step 1

Client On-Boarding Step 1

Client On-Boarding Step 1

Kovel

aBIZinaBOX

Regulatory

California Cannabis Reg. & Tax

CPG Quick Links

Products

Client On-Boarding Step 1

Client On-Boarding Step 1

Kovel

aBIZinaBOX

Regulatory

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California Cannabis Reg. & Tax

CPG Quick Links

Products