ChangeGPS Knowledge Base and Support Articles
Getting Started
What's New
Platform Updates
Engage
Getting Started
Settings and Features
Client Acceptance
Integrated Payment Options
TaxPlan
Introduction to TaxPlan
Add and Manage Client Group Entities
Getting started with your first TaxPlan
Download Additional TaxPlan Reports
Pro Tips for TaxPlan
Primary Producer
TaxPlan Advanced
Progress
Core
Actions
Blueprint
Service Plan
Structure Advice
Trust Distribution Resolutions
Dividend Statements
FBT
Resources & Templates
Letters (Merge)
Protect
Add & Manage Client Details
Create an Advice Report
Custom Settings
FAQs
Manage Users
Subscription & Billing
Integrations
Access HandiSoft (On Premise)
Xero Practice Manager (XPM)
FuseSign
GoCardless
Benefits Hub
FAQ
How can we help today?
Getting Started
New to ChangeGPS and wondering where to start?
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What's New
Discover recent updates to the ChangeGPS Platform, Knowledge Base and Featured Articles
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Engage
How to engage clients with our pre-written service items and terms
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TaxPlan
Make advisory profitable with TaxPlan.
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Progress
Add a Progress Report to your year end workflow to demonstrate the value you deliver.
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Core
Your next-level accounting practice in a box with over 500 best practice documents and apps
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Protect
Be your client's wealth protector with automated asset protection and estate planning advice reports
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Manage Users
Find articles to manage your user profiles and licenses
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Subscription & Billing
Find articles relating to managing your subscription and billing
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Integrations
Learn more how to manage and use integrations with 3rd party applications to enhance your ChangeGPS platform
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FAQ
Find answers to frequently asked questions
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