Services

Basic Support: Email support of technical considerations and user support of application included in all subscriptions

Basic Support plus help desk phone support and Helping Hands, standard business hours US Eastern Time

Hands-on application assistance provided by help desk representative for use functions such as template import or modifications or other operational functions.  Subscription plus time

Start-up bootcamp

Implementation support including custom imports of existing firm audit plans, document templates, letters, request forms, report formats

Webinar training (group / when available)

Custom scheduled on-line training

Workflows

Forms

Help Documentation