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 ...
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 ...
The implementation pathways
Choosing an implementation pathway enables you to achieve an ROI from The Gap faster. There are many opportunities to add value to your clients and your firm within The Gap. However, focusing your efforts on a particular implementation pathway will ...
Improving Onboarding Efficiency is a clear pathway to achieve a great ROI from The Gap. It is an important strategy for ALL firms, and particularly those who are: Experiencing high client growth (or looking to) Keen to generate referrals for new ...