ChangeGPS Knowledge Base and Support Articles
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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
Integrations
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
Integrations
Learn more how to manage and use integrations with 3rd party applications to enhance your ChangeGPS platform
Xero Practice Manager (XPM)
How to setup client data in Xero Practice Manager OR Xero Tax for integration with 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?
Microsoft Outlook
How to use Outlook email templates and send advice reports or client correspondence as attachments quickly
How do we record or capture the client emails created directly from ChangeGPS in to our 3rd party document management system or CRM?