Advisory Library

In this category, you will find articles on how to use various features in the Advisory Intelligence Portal.

• Reconnect Client's Business to Xero
• Get Started: Mobile App (Advisory Clients)
• Get Started: Advisory Portal
• Send your Client a GST Due Dates Reminder
• Managing Client Invitations to their Business in Aider
• Understanding the My Client's Section
• Connecting a Client's Business to the Advisory Portal
• Manage the Invitations to your Colleagues
• Understanding and Using Notifications
• Send your Client a Reconciliation Request