Introduction
User options
Customize your dashboard
Customize the Client Dashboard
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Use the My Assignments pane for current work
Use the Project Assignments pane to view current and future work
Assign yourself work with the Project Pools pane
View project status information
View or access a tax return
View contact notes for a client
View client contact information
Identify the responsible staff for a client
Use the Recently Accessed Files pane
Use the Checked Out Files pane
Search for files by entity
View document discussions
Manage document tasks
Review invoices
Review all open AR items
Review posted AR transactions
Review or correct unbilled WIP
About Advisor
Add the Advisor pane
Use Advisor events to identify revenue opportunities
View client details for an Advisor event
FAQs
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