Three ways to collect your customer’s authorization
Email customers a private link to your authorization form
Recommended for QuickBooks Online and Xero users
Send one or multiple customers an authorization form through email. When a customer completes the form, their details in Rotessa will be updated.

Share a public link to your authorization form
Your Rotessa account has a customizable and secure authorization form link. Share it publicly on a website or in an onboarding process.
