If you don’t add to or change your firm’s information on a regular basis, it can be helpful to have a refresher on what fields are available. Read More...
Are you getting the most out of reports? There are several report features that can help optimize your results. Read More...
Do you have Access Profiles set up? Access Profiles help with security by controlling what functions each user can access in the software. Read More...
There are many shortcuts that can be used to help make entering data quicker, easier, and more convenient! Read More...
When you don’t add users on a regular basis, it can be nice to have a quick refresher on the available settings. Read More...
If you haven’t tried out Platinum yet because you haven’t had time to read up on the features, then this video’s for you! Read More...
