Popular Articles
Getting started
What is The Gap? The Gap is a web-based portal for accounting and bookkeeping firms, enabling them to market, sell and deliver a broad spectrum of Business Development and Advisory services to the small business community. Our offering spans four key ...
Using the editing toolbars
There are two editing toolbars which allow you to format text and tables in portal forms: The Main Toolbar, which is pinned to the top of the document The Table Toolbar, which appears when you click into a table Using the Main Toolbar Format your ...
Sending an email to multiple recipients
Portal emails that you're likely to send to multiple recipients include proposals, plans, meeting minutes and pre-work (where you'll need pre-work submissions from multiple recipients). When creating a document to email from the portal, upon ...
Change management for advisory success
Implementing structured advisory requires considered change management for the partners and the team. This article provides an overview of how to support your whole team to maximise outcomes for your firm. The change management and implementation ...
Saving amended versions of a document
The Versions feature allows you to create and save your own version of portal forms, e.g. creating a farming-specific version of the Business Plan or Succession Plan. We recommend only making minimal changes to portal forms as they've been created ...