Recent Articles
V 17.0 Release Notes (2025)
Release 17.0 Release date: January 2025 Release 17.0 includes enhancements to both the firm side of the software and to the client portal. Revamp of the notification system: The notification system now allows SMS messages to be sent to clients on ...
V 15.0 Release Notes (2023)
Release 15.0 Release date: May 2023 Release 15.0 includes enhancements to both the firm side of the software and to the client portal. Please see the videos below for more detailed information about the enhancements of each. Firm Side updates: File ...
Add a To Do Item
The To Do items can be added from 3 different locations: The To Do list on the "My Dashboard" page Client Record - use the "Add To Do Item" Button found in the top right corner of the client screen Project Record - use the "Add To Do Item" Button ...
To Do List
Starting with Version 14.0, you can start adding items to a do list. The to do list is available on the "My Dashboard" screen. It is shown below the Workflow Task List: On the to do list you can perform the following actions: Add a new To Do Item ...
Delete Custom Fields
To remove a custom field, you will have to make the field you no longer want inactive. To do so, go to the custom field window in administration and complete the following steps: Click on the pencil next to the field you would like to edit. Select ...