Advisory Management
- Advisor (Bureau) Main Page
- Bureau Dashboard: An Overview of Clients and your Success
- Advisor Settings & Jurisdiction
- Bureau Team Members and Roles
- Manage Clients by Teams, Tags, and Assignees
- Overtime & Pay Item Templates for New Clients
EverRoll™: Automated Payroll and Tasks
Client Management for Advisors
- Inviting Clients and Customising Permissions
- Managing Report Packs for Clients
- Creating Workbook Templates for Client Imports
- Advisor-Client Collaboration: Payroll Approval Process
- Advisor-Client Collaboration: Payroll Data via Client Workbooks
- Advisor-Client Collaboration: Data Entry Process