6 steps to get you started

• 1. Populate your firm's details into the portal, and add staff members
• 2. Send your paper forms to us to be digitised
• 3. Training, training, training
• 4. Configure the portal to meet your firm's needs –
  set up surveys, services, Integrations, mobile app tools and cashflow categories
• 5. Use the Marketing Hub resources within your portal to promote your awesome new digital brand
• 6. Upload your client list, select clients, and let the onboarding begin