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. Model, Compare & Recommend
4. Generating Advice
Practice Management
Workflows & Agreements
Practice Admin
Learn More & Whats New
Keep improving without overwhelm
Learn More & Whats New
Whats New - February 2026
Virtual Classroom
Pre-Recorded Live Training Sessions
What's New - November 2025
What's New - October 2025
What's New - September 2025
Previous Release Notes
Previous Release Notes
Whats New - April 2024
What's New in DASH - July 2024
Whats New - August 2024
What's New - Archer
Whats New - September
What's New - December 2024 (Release 1)
Whats New - December (Release 2)
What's New - April 2025
What's New June 2025
What's New June 2025 (Release 2)