Support and Best Practices

Frequently Asked Questions

10min

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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 25 Mar 2024
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