Deep Scan

Sample data

Financial Discovery — Core · Financials & discovery

Workflow

Description

Deep scan for undisclosed accounts and hidden financial activity. Use after statements are in the file to trace transfers and find accounts missing from a party's FA or disclosure.

Next step

Disco Intake Prep

Financial Discovery — Core

Templates (0)

No templates for this skill.

Reference files (0)

No reference files.

Where this shows up

Equitable Distribution →

Other skills in Financial Discovery — Core

Cert Of Compliance
Disco Intake Prep
Disco Organization
Disco QC
Disco Tracker
Discovery Gap
Discovery Router
ED Chart
FA Builder
FA Crosscheck
FA Preliminary
Financial Intake
Financial Prep Orchestrator
Income Assessor
OP Disco Review