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Entity Types
Getting Started + Latest Updates
GETTING STARTED FOR PROFESSIONAL FIRMS
LOADING CLIENT PROFILES
SUBSCRIPTIONS & PRICING
Firm Administration
STAFF MANAGEMENT
PRACTICE MANAGER ADD-ONS
DOCUMENT MANAGEMENT ADD-ONS
GENERAL ADMINISTRATION
NZ COMPANIES OFFICE INTEGRATION
SECURITY
AML Compliance
AML WORKFLOW
CLIENT DUE DILIGENCE
ELECTRONIC VERIFICATION
AML RESOURCES
Company Management (Getting Started and Annual Returns)
GETTING STARTED WITH COMPANIES
MANAGING COMPANY ROLES & ASSOCIATIONS
COMPANY MANAGEMENT (OTHER)
THE ANNUAL RETURN WORKFLOW
ANNUAL RETURNS (OTHER)
Company Management (Share Management)
SHARE REGISTER
Trust Management
GETTING STARTED WITH TRUSTS
ASSOCIATED PARTIES (TRUSTS)
ASSETS & LIABILITIES
Entity Types
INDIVIDUALS
PARTNERSHIPS
ESTATES
LPs
Document Management & Client Engagement
CLIENT ENGAGEMENT
DOCUMENT MANAGEMENT
DOCUMENT SHARING & SIGNING
DOCUMENT GENERATION FROM PRECEDENTS
DOCUMENT PACKS
Non-professional user guide
GETTING STARTED FOR NON-PROFESSIONAL USERS
DOCUMENT MANAGEMENT FOR NON-PROFESSIONAL USERS
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Help Center
Entity Types
Getting Started + Latest Updates
GETTING STARTED FOR PROFESSIONAL FIRMS
LOADING CLIENT PROFILES
SUBSCRIPTIONS & PRICING
Firm Administration
STAFF MANAGEMENT
PRACTICE MANAGER ADD-ONS
DOCUMENT MANAGEMENT ADD-ONS
GENERAL ADMINISTRATION
NZ COMPANIES OFFICE INTEGRATION
SECURITY
AML Compliance
AML WORKFLOW
CLIENT DUE DILIGENCE
ELECTRONIC VERIFICATION
AML RESOURCES
Company Management (Getting Started and Annual Returns)
GETTING STARTED WITH COMPANIES
MANAGING COMPANY ROLES & ASSOCIATIONS
COMPANY MANAGEMENT (OTHER)
THE ANNUAL RETURN WORKFLOW
ANNUAL RETURNS (OTHER)
Company Management (Share Management)
SHARE REGISTER
Trust Management
GETTING STARTED WITH TRUSTS
ASSOCIATED PARTIES (TRUSTS)
ASSETS & LIABILITIES
Entity Types
INDIVIDUALS
PARTNERSHIPS
ESTATES
LPs
Document Management & Client Engagement
CLIENT ENGAGEMENT
DOCUMENT MANAGEMENT
DOCUMENT SHARING & SIGNING
DOCUMENT GENERATION FROM PRECEDENTS
DOCUMENT PACKS
Non-professional user guide
GETTING STARTED FOR NON-PROFESSIONAL USERS
DOCUMENT MANAGEMENT FOR NON-PROFESSIONAL USERS
Entity Types
INDIVIDUALS
The Difference Between Individuals, Clients & Contacts
Upgrade or Downgrade a Contact to an Individual
Setting up Individuals
Importing Individuals from XPM
Importing Individuals from APS
How to Edit Individual Profiles
See more
PARTNERSHIPS
Setting up Partnerships
How to Edit Partnerships Profiles
Adding associated parties to Partnerships
ESTATES
Setting Up Estates
LPs
Setting up an LP
