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Microsoft has blocked macros in Excel file
Microsoft has changed the default behaviour of Office applications to block macros in files downloaded from the internet or opened from an email attachment. This means that when you download an Excel file from the portal that contains macros, a red ...
Using the marketing area
The Marketing area contains content to develop and support your marketing strategy. The Marketing area Navigate to Main menu > > Marketing to access the marketing content. Advisor Marketing Resources contains a Guide to Marketing Your Firm, content ...
Setting up multi-factor authentication
Multi-Factor Authentication (MFA) is an extra layer of security you can add to your portal account. Attention If your portal administrator connects your firm to Xero Practice Manager (XPM) to sync clients via the Xero Sync feature, you are required ...
Syncing your client list from Xero Practice Manager
Due to Xero's security standards, all users in a firm with an active connection from Xero Practice Manager (XPM) to The Gap Portal must be secured with Multi-Factor Authentication (MFA). Attention You must have administrator rights to access the ...
Education marketing
Delivering education marketing is a clear pathway to achieve a great ROI from The Gap. Education marketing is particularly powerful for firms who wish to: Better engage and support their existing clients Generate leads for new client growth Better ...