Training videos

Xplan

• Xplan Overview
• How do I preview and edit Xplan data?
• How do I export documents to Xplan?
• How do I add a client from Xplan to the portal?
• How do I import a Client group from Xplan with a shared email?
• How do I review a client's data imported from Xplan?

See all 10 articles

Admin Settings

• How to add and invite staff to the Partner Portal
• How do I reset my password?

Clients

• Client List Changes Feb 2026
• How to Review Workspace Requests, Open Banking Consents, and Tracked Goals for All Clients
• Client Portal Services Overview
• Different Client types
• Introducing the New Client Views
• How do I change my firm's default client portal views?

See all 20 articles

Configure

• How do I customise the Mobile App?
• How to set up your Xero Practice Manager (XPM) Integration
• How do I set my firm's services?
• How do I configure my client surveys?
• How do I set up Report Covers ?

Dashboard

• Overview of the Partner Portal Dashboard

Digital Forms

• Digital Form Comparison Report and how to generate them.
• Digital Forms Overview
• How do I send a digital form to a client for signing?
• How do I review and complete a client's digital form?
• How to send a digital form to multiple clients in bulk
• How do I send a digital form to a client?

Documents

• How to send a document for esigning using Docusign
• How to download an evidence summary for a digitally signed document
• How to use the Uploaded documents feature
• How to delete a document sent for signing
• Allowing signers to share the same email address

Integrations

• Importing and exporting documents using the SharePoint Integration
• Partner Portal and MYOB Practice Management ( Formerly Greatsoft) Integration
• Partner Portal and FuseSign Integration

Resources

• Introduce your clients to the portal using Marketing Hub
• How to access Portal training

Rooms

• How to Create a Room for a Client
• How do I work inside the Room feature?
• Inviting a third party to a room: What should they expect