- General Tips and tricks to navigating about the platform, set roles and permissions and invite in external stakeholders.
- Tasks Be it responding to Tasks created by your Advisors or creating your own for them, this is the place to be for all thi...
- Timeline One place to store all of your company's records, populated directly by your trusted Advisors.
- Compliance Be it tracking and being notified on company critical Dates or Deadlines, or keeping track of your Directors or Share...
- Finance Stay on top of your company Finacial vitals and submit and track Staff Expenses and Bills. Integrated with Xero.