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 Annual Accounts Review bridge
The Annual Accounts Review bridge helps firms facilitate a meeting with clients to help them understand their Annual Accounts and tax position, the value you have provided them, and the opportunities to improve their position. Important info The ...
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 ...