2021 April
- April 2021 - Learn how to make the Cashflow feature work for you and your clients
- April 2021 - Learn how to set up and configure your mobile app
- April 2021 - Expert advice on using the portal to enhance your client relationships and extend your services
- April 2021 - Discover how to use integrations to increase practice efficiencies
- April 2021 - Discover how easy it is to request e-signatures from your clients in the portal
- April 2021 - Explore best practices for using the client management feature including your client list, to-dos and goals
- April 2021 - Helpful guides: Setting up admin, configuring, security, staff and integrations