When Professionals choose “Other” as the Type of License, then it indicates that they are Professional Support Users. Post Super admin approving them as a “Professionals Support “. They are similar to Professionals but the only difference is they don’t
3. You will get navigated to the “marketplace Projects” 🡪 “Referred To Me” Tab. 4. The “Referred To Me” Tab will have the list of Projects to which the professionals have been Referred. 5. We can see that the “Client
1. Click on Marketplace Projects 🡪under the New tab we can see the new projects created by clients. a. Expand the project field and we get to see an option for Reposting the project to a circle. b. there are
2. Logged in as a Professional user and we can see the option of “Professional Circle “ from the left sidebar menu options. 3. Professional Circles 🡪 Create New Professional Circles 4. Enter the Circle name and click on Create.
All correspondence serves as a combined conversation module incorporating all the correspondence send and received in an account, categorizing into user, entity, point, and interview rooms thus helping in easy navigation through the different conversation strings. 2. Navigate to All
How To access the Calendar 2. Navigate to Calendar 3. You can navigate between months using the arrow keys 4. To Hide the calendar, click on “Hide Calendar” 5. Based on the due dates for each compliance, the Calendar tool
Once the Initial Interview has been completed, Professionals will be able to begin setting up Compliance Plan. Compliance Plan encompasses all of the client’s filing requirements and due dates for all Compliance Points including Federal, State, Local, and international filings
The initial Interview section, which is a compliance interview serves as a permanent folder for current and future registration and other documents. Professional users can use the module to create Questionnaires & Initial Filing Checklists for all the necessary compliances. This would
How to upload Personal Agreements by Professionals? 2. Browse or Drag &Drop to upload the agreements (You can upload the documents by locating the files stored on your desktop and uploading them or you can drag and drop the files
3. Enter your registered email id and proceed to “Send Link” 4. An automated password reset email will be sent to your registered email id. 5. Click on the link provided in the email to reset your password 6. You