ChangeGPS Knowledge Base and Support Articles
Protect
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
Protect
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
Protect
Be your client's wealth protector with automated asset protection and estate planning advice reports
Get started with Protect by ChangeGPS
Get a VIP preview and learn more about the new Estate Planning & Asset Protection product PROTECT
What training and support are available to PROTECT subscribers?
Member Exclusive Training Resources
Using the Client Interview and Data Capture form
Add & Manage Client Details
How to import or manually create a Client Group
How to setup XPM integration with Protect for client details
PROTECT Product Updates
PROTECT Product Updates March 2024
FAQs
What needs to be included in Financial Statements and Tax Returns for a Family Protection Trust?
How do I set up a Successor Director agreement with Lightyear Docs?