GETTING STARTED WITH TRUSTS
- Things to prepare before setting up a trust
- Trust set up (individual trust - start to finish)
- Setting up Corporate Trustee Companies
- How to edit trust profiles
- How to import client profiles from XPM / Xero Practice Manager / WorkflowMax
- How to complete a trust profile after XPM import
- Trust subscription plans
- Meeting the Trust Act 2019 record keeping requirements with Connectworks
- Trusts Act 2019 - Trust record keeping requirements