Frequently Asked Questions
12min
Thanks for checking out our Frequently Asked Questions!
Please see the following categories for an answer to your question
General Account Setup
- Adding and removing users and clients
- Updating email
- Reconnecting email
- Password reset
Starting and Accessing Closes
- Getting to the close you're looking for
Client Portal FAQs
- Asking questions and Client Portal functionality
File Reviews FAQs
- Review reports and transactions
Workflow and Task Management
- On tasks and comments
Reporting and Financial Statements
- On management reporting
Updated 03 Mar 2023
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