Start & Setup
If you're new to DASH, start here!
1. Build your Client Base
Create and manage client records in DASH
2. Fact Finding
From prospect to fully usable clients
3. Archer Modelling
4. Product Recommendations
ProductRex, Omnium, ChantWest
5. Generating Advice
Using the wizards to create the SOA/ROA
Practice Management & Efficiencies
Workflows, Agreements, File Notes, E-Signature, Ai Assistant
Practice Admin
User Mngt, Templates, Model Portfolios and more
Learn More & Whats New
Keep improving without feeling overwhelmed
Practice Management & Efficiencies
File Notes/Document Management
Workflows & Tasks
Agreements
Managing Reviews and Ongoing Fee Arrangements
AI Assistance
eSignature (Annature)
Saving emails to DASH File Notes (Outlook Sync)
Outlook Integration
Agreements
Agreements Process on a Page
Start Here
Step 1 - Introduction to Agreements
Step 2 - Initial Setup
Step 3 - Keeping track of upcoming renewals
Step 4 - Activating agreements for clients
Step 5 - Renewing existing client agreements
Customising the Agreement Document
Agreements for SMSF
Managing Client Reviews
Modifying existing or expired agreements