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We ask so that your account starts with a template made for your kind of practice, and you can skip the question.

The sign-up page asks for your Kind of practice so that your first request is ready on day one. The question is optional.

We copy one template for that kind of practice into your account. If you skip the question or choose Other, the template is Client KYC. The starter template for each kind of practice is listed in the reference.

The template is yours from then on. You can change or delete it like any template you save. The account has no setting for changing the kind of practice afterwards.