Getting started
GETTING STARTED FOR PROFESSIONAL FIRMS
- Electronic Identity Verification
- Help and Support
- Basic Navigation - Understanding Workspaces
- Engagement Letter Templates
- Professional Engagement Letter Templates
- Branded Client Portal
LOADING CLIENT PROFILES
- Bulk Importing Client Data
- Set-up for company management (workflow)
- Set-up for trust management (workflow)
- How to Generate a Report From XPM to Populate Import Template