Minimum setup
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 ...
Using The Gap's Intellectual Property
Gap member firms have a competitive advantage using The Gap's Intellectual Property to market, sell and deliver Business Development and Advisory services to their clients, as well as accessing educational and best practice content to use within ...
Making the most of your trial with The Gap
Welcome to The Gap! During your trial, you can: Complete your firm's minimum setup requirements: Customise your firm's settings. Configure your proposal payment terms. Check out the free content available, including: Three full business advisory ...
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 ...
Managing clients and client documents
Use the Clients area to manage your client list and succinctly view a record of all documents completed for a selected client. To manage your client list, clients can be added, edited or deleted depending on whether you're a portal administrator or ...
Customising your personal settings
Personal Settings allows you to customise the settings personal to you, e.g. name, email, greeting and sign off, email signature, password, etc. You can also enable/disable Multi-Factor Authentication (MFA) in this area. Navigate to App bar > > My ...
Managing firm users
The Manage Users area is where you can search, add or remove your firm's users, and verify their Multi-Factor Authentication (MFA) status. This area also displays the number of users your firm's membership allows; if you need more users, contact us ...
Configuring proposal payment terms
The Payment Options tab in the Services and Pricing area is where you set up your local tax information and your default payment terms for proposals. Attention You must have administrator rights to access the portal areas referenced in this article. ...
Customising firm settings
The Firm Settings area is where you will add your firm's contact information, Logo and Footer Text. This information will automatically populate portal documents. Attention You must have administrator rights to access the portal areas referenced in ...