Get an Overview

Getting started

Best practices and Additional resources

Suggested workflow

Frequently asked questions

Work with Advisor Events

Use the Advisor Events pane

Learn about the Advisor Events pane

Filter the list of events

View details for an event

Refresh the events list and view the change log

Work with Affected Clients

View and manage My Clients

Learn about the Affected Clients list

Add data columns to the Affected Clients list

Use the client letter for an event

Use the Client Dashboard to focus on a specific client

Use the Axcess Tax return dashboard to focus on a specific return