NEXUS Implementation:
Addition of default values to client records

Why is this needed:

With the recent NEXUS updates, the SBA added and removed some client fields that might result in errors due to missing or invalid options.

Purpose:

The purpose of this form is to decide if you want us to pre-fill the data on your behalf for the different client fields. Each particular field could have different cases to choose from.

What you need to do:

Fill out the following form to the best of your abilities and contact us at support@growthwheel.com if you have any doubts.

What happens next:

We will import this information to GrowthWheel Online before the reporting deadline, to ensure you comply with all NEXUS new data.