ChangeGPS Knowledge Base and Support Articles
Protect
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
Back to home
ChangeGPS Knowledge Base and Support Articles
Protect
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
Protect
Be your client's wealth protector with automated asset protection and estate planning advice reports
What training and support are available to PROTECT subscribers?
Add & Manage Client Details
Add a new Client Group
Use XPM integration to import client details
Create an Advice Report
How to load and edit a saved Protect Client Advice Report
Get started with Protect by ChangeGPS
Custom Settings
Customise the default cover letter template
Customise the default service items and fees
FAQs
What needs to be included in Financial Statements and Tax Returns for a Family Protection Trust?
When is the Leading Member selection required?
