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Recents
My Packs
Your saved implementation packs. Create packs from Home or with the + beside My Packs.
ClientBase
Every client and household: their details, financial profile and documents, and the work your team does for them.
My Uploads
Your own documents sit alongside provider forms and can be added to packs or clients.
Drop files here
PDF, Office files, photos, ZIPs and other files · up to 25 MB each
Support Staff
Support staff inherit access to your client list. You can inspect their packs and open their workspace.