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Profile & Account
Suggested knowledgebase articles:

Knowledgebase Profile & Account

Billing & Payments
  • Messaging Credits
Supervision
  • Supervisor View

Articles in this category

Billing & Payments

Your subscription and payments can be managed from the My Account → Billing page. On the Billing page, you can manage your current subscription, track your usage, and view past invoices. Credit usage...

Invoices

To view any past invoices, head to My Account → Billing in the top navigation menu. Scroll down to see your last 12 months' billing history.

Account Settings

The ‘Account Settings’ section provides you with a centralized location to manage and customize your personal and security preferences within the CRM.  Accessing your account settings You can access t...

Practice Settings

Practice Display Name Practice Display Name is the name of your financial practice as you want it to appear on documents and emails. It serves as your practice's formal identifier in all client-facing...

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