Video meeting
Book a meeting with our team
Pick the length that suits you, then choose a time directly in our calendar.
Introduction and information gathering — 30 minutes
An overview of DMI’s features and a conversation about how your firm gathers client information, to see whether the platform fits your needs.
Pick a time — 30 minutes (opens in a new tab)Platform demonstration — 60 minutes
A complete demo of the platform from both sides: the taxpayer completing the questionnaire and uploading documents, then the professional receiving and processing the information in their dashboard.
Pick a time — 60 minutes (opens in a new tab)
Booking is handled through Calendly. You will receive a confirmation by email.