2021
- Digital Forms and Rooms
- Staying Organised with Rapid To-dos & more
- Power up your automation with Document Storage Integrations
- Re-Imagining the advice process: Introducing Rooms
- Rooms for Accountants: Tax time
- Rooms for Advisers: Onboarding
- All about documents
- Insurance, goals and reports
- Learn how to make the Cashflow feature work for you and your clients
- Learn how to set up and configure your mobile app
- Expert advice on using the portal to enhance your client relationships and extend your services
- Discover how to use integrations to increase practice efficiencies
- Discover how easy it is to request e-signatures from your clients in the portal
- Explore best practices for using the client management feature including your client list, to-dos and goals
- Onboarding workflow for tax time