Quick-reference guide where you’ll find answers to the most common questions about our services, features, and policies
I’ve added clients to my Tier 3 account. How do I have them fill out the information in order for your software to calculate their reasonable compensation?
I am a Tier 3 client. How do I add my firm’s clients to the portal?
Can I cancel my account at any time?
What are the differences between the Reasonable Compensation Calculated Tier Plans?
Is my data secure with your platform?
How do I sign up for a Tier Plan?
How do I update my company logo for white-labeled reports?