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?
Admin Settings
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?