Rooms

Rooms

• What are Rooms?
• How do I work inside the Room feature?
• How do I add a Room?
• Notifications and Alerts in Rooms - Who gets notified and How?
• What is the 'Email members' button within Rooms?

Rooms process maps

• Tax return in Rooms process map (for accountants)
• Onboarding in Rooms process map (for advisers)