ChangeGPS Knowledge Base and Support Articles
Integrations
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
User Training
Back to home
ChangeGPS Knowledge Base and Support Articles
Integrations
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
User Training
Integrations
Learn more how to manage and use integrations with 3rd party applications to enhance your ChangeGPS platform
Access HandiSoft (On Premise)
Create client groups with HandiSoft (On Premise) Practice Manager module
Client Data integration from Access HandiSoft (On Premise) to ChangeGPS
Which client details from HandiSoft (On Premise) Practice Manager module?
Xero Practice Manager (XPM)
How to setup client data in Xero Practice Manager OR Xero Tax for integration with ChangeGPS
How to connect or disconnect XPM / XeroTax to ChangeGPS
FuseSign
Where can I view, track and manage the documents I sent for digital signing with FuseSign?
How do I send documents for digital signing with FuseSign?
How do I connect FuseSign to manage digital signatures?
How to check your FuseSign settings for the recipient verification modes available
GoCardless
How do I connect GoCardless to accept direct debit payments with Engage?
