Tuesday, August 30, 2016

Collaborative Version

11:28 AM


I recently purchased your software and understand I could share it with my clients ( I bought the professional collaborative version with up to 200 files).

How can I do this and how does the client login?


When you create a new file on the first tab of the File Manager (the landing page after logging in), you can enter your client's email address and send an automated invitation.

The invitation has a link where the user can choose a password to access their account. Once this is completed, the user can login and access a simplified version and work on or review their retirement plan.

I suggest you use a personal email to try and see the experience from the user's perspective. This will help in understanding how it works.

If you need further information, there are a few You Tube videos at the following link:


The videos can also be a helpful reference to your clients trying to get familiar with the user interface.


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