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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...

Unlinking & Deleting accounts explained

There are two methods to remove clients from your list, this article will explain what they mean. Unlinking Unlinking a client from your advisor portal will remove the client from your client listing. This is done if they are no longer a client. Unlinking will...

Amending client details

During the process of adding a client, you might need to change their details that have been entered incorrectly. Here are the steps that can be taken to rectify some of these scenarios. Incorrect Name (How to change a clients name) a. In your client list, identify...

How to hide a client or make private

Here’s how to hide a client in your accountant portal. 1. In your client page, click on the name of the client you would like to hide. 2. In the drop-down panel, click on Hide from list. 3. A pop-up window will ask you to save this change, click Save to confirm....