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Knowledge base
Getting Started (2)
ClientRelay's Newsletter (3)
Improved exporting PDF of Proposal and new exporting Questionnaire
Updates: Client Intake > ACN Verification & KYC Onboarding
Proposal Upgrades: Drag & Drop, Fixed Payments, and Live Preview
Guide and Configurations (10)
ClientRelay Overview
Sign-up Process
Sign-in Process
View all 10
Home and Controls (5)
User Account (4)
Profile
Dashboard / Home
Notification
View all 4
Client Intake: AML, KYC, CTF Compliance (6)
Overview: AML/CTF for Accountants
AUSTRAC Enrollment
AML/CTF Program Starter Kit (Part A & Part B)
View all 6
Apps: Connection and Integrations (4)
Practice Management: Importing Client Lists from LodgeiT
Accounting: Connecting QuickBooks for Invoicing and Accounting
Payments: Setting Up Stripe for Payment Processing
View all 4
Client & Contact Management (4)
Understanding the Difference Between Contacts and Clients
Clients
Client "Group"
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Template Library (9)
The Template Library
Template: Proposal
Template: Questionnaire
View all 9
Modules (4)
Workflows (3)
Initiating a Workflow
Daisy-Chaining Tasks (e.g. Onboarding>Proposals>Questionnaire)
Monitoring Workflow Progression
Proposal (3)
Proposals: Generate and Managing
Modifying Pricing and Services within a Draft Proposal
Proposal Statuses
Questionnaires (1)
Create Client "Questionnaires"
Invoices (2)
Invoices: Invoicing & Payment Collection
Troubleshooting Failed Invoices