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What is the Tax Assistant and how does it work?

The Tax Assistant makes tax time a breeze by consolidating the information required for a personal tax return. By going through the wizard, your clients will have the opportunity to review and update their financial information as needed. Any relevant information...

Kwidz – The finance app for kids!

Kwidz is a mobile app designed to introduce kids ages 8 to 16 to the fundamentals of personal finance. With the app, they can set savings goals, view transactions, and track their success. The app is fully customisable, from the theme to the goals, so kids can really...

Generated Wills – FAQ

Who are NowInfinity & View Legal? NowInfinity is a leading financial technology company providing a raft of solutions for accountants, bookkeepers, financial planners, and lawyers. In collaboration with View Legal, NowInfinity can cover the myriad legal solutions...

Business Advisory Leads explained

We’ve extended the advisory leads function to include business clients. In your Partner Portal Clients screen, you can now set clients as individual or business clients and schedule a financial health check. As per the original process, your business clients will be...

Guest access explained

  Guest access allows team members to collaborate in your client’s account. You can: •  add other partners providing different services to your clients, or •  add a spouse/relative to the account, to allocate ownership for shared assets. Your client must...