FORGE Assist Onboarding

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Name
Enter the exact Legal Company Name as shown on your CP 575 EIN Confirmation Letter from the IRS.
Business Address
The tax identification number for the business. Enter your business registration number exactly as shown on official documentation.

FORGE Assist Points of Contact

Assign 1st and 2nd Points of Contact for the FORGE Assist Workflow.

1st Point of Contact

Name

2nd Point of Contact

Name

FORGE Assist Custom Marketing/Branding

Use this section to include any marketing/branding materials you would like FORGE Assist to use. Additionally, upload and/or include any materials you would like to use to customize and train.

Drag & Drop Files, Choose Files to Upload You can upload up to 5 files.
This logo will be used in your branded email marketing and Dashboard. The ideal size is 350px * 180px. No bigger than 2.5 MB.
If your business uses a slogan or tag line, please submit it here.
Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.
Include any marketing materials you would like us to use to train FORGE Assist on your business.
Please add any additional information you would like us to use for marketing or AI training purposes here.