Video Tutorials

How to use your Aider Advisory Platform to improve your processes & spot opportunities to offer additional services.

• How to add, search, and sort clients on the Dashboard
• How to use custom tags to group and filter clients on the Dashboard
• How to use custom tags to support your workflows & identify opportunities
• How to use Aider's Data Compliance checklists
• How to add custom checks to your Aider Data Compliance checklists
• How to use Aider's Cash Flow insights
• How to use Aider's Tax & Compliance insights
• How to use Aider's Profitability insights
• How to share Aider insights with your clients