To access the enquiries in the Unbiased Pool, first log in to your dashboard. Having selected ‘Enquiries’ from the left-hand navigation, select the ‘Enquiry pool’ tab.
Here you can view the enquiries in the Pool, and choose which ones you’d like to accept.
You’ll be able to see the general advice required, as well as when the enquiry was sent. By clicking on an enquiry you’ll have access to more detailed information about it, and have the option to accept it.
The Unbiased Pool is available exclusively to accountants on the Plus plan. If you’d like information on how to upgrade to the Plus plan, click here.
We’ve put together some more in-depth insight into the Unbiased Pool, with tips on how to maximise it for your business, here.