ChangeGPS Knowledge Base and Support Articles
Engage
Getting Started
What's New
Platform Updates
Recent Webinars
Member Update - Monthly Newsletters
Engage
Getting Started
Settings and Features
Getting Approval
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
Recent TaxPlan Updates
Progress
Core
Core Lite
Actions
Blueprint
Service Plan
Structure Advice
Trust Distribution Resolutions
Dividend Statements
FBT
Resources & Templates
Letters (Merge)
Protect
Member Exclusive Training Resources
Add & Manage Client Details
PROTECT Product Updates
FAQs
Manage Users
Subscription & Billing
Security & Privacy
Integrations
Xero Practice Manager (XPM)
FuseSign
GoCardless
Microsoft Outlook
Benefits Hub
FAQ
Back to home
ChangeGPS Knowledge Base and Support Articles
Engage
Getting Started
What's New
Platform Updates
Recent Webinars
Member Update - Monthly Newsletters
Engage
Getting Started
Settings and Features
Getting Approval
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
Recent TaxPlan Updates
Progress
Core
Core Lite
Actions
Blueprint
Service Plan
Structure Advice
Trust Distribution Resolutions
Dividend Statements
FBT
Resources & Templates
Letters (Merge)
Protect
Member Exclusive Training Resources
Add & Manage Client Details
PROTECT Product Updates
FAQs
Manage Users
Subscription & Billing
Security & Privacy
Integrations
Xero Practice Manager (XPM)
FuseSign
GoCardless
Microsoft Outlook
Benefits Hub
FAQ
Engage
How to engage clients with our pre-written service items and terms
What are the locations of some of the Cloud computing services used by members?
Getting Started
I have recently subscribed to Engage, how do I get started?
What features do I get with ChangeGPS Engage?
How can I give team members access to Engage?
How do I start a new Engagement letter?
What options are available on the Engage App Dashboard?
See more
Settings and Features
Are the Engagement letters compliant with the new APES 305 Terms of Engagement?
Can I create rate Engagement letters with hourly fees and multiple accountants?
What settings do I need to access and customise the Engage App?
How do I access my client list from XPM?
Where do I add the hourly rates and new position types for the staff summary table?
Where do I find the Service Item Editor to customise or add new service item templates?
How do I change the Professional Body logo used in your Engagement letter's Terms of Engagement?
Where do I edit individual Engagement letter service descriptions?
What are the available payment options for services?
How do I add different entities to an Engagement letter?
How do I keep a record as evidence of an individual client ID cited?
Why include visual client identification in our onboarding workflow?
How do I edit or create a new version of an existing Engagement letter?
How do I use the Disengage feature of Engage?
See more
Getting Approval
What are the signing and approval options for new Engagement letters?
Integrated Payment Options
Step by step workflow for Engagement letters with GoCardless integration
View, Manage or Cancel Direct Debit Payments directly in GoCardless
Can I automatically trigger a draft invoice in Xero for new engagements?
