Using the platform
Our community group
The Gap Community group is a restricted Facebook group for Gappies. You can remain a group member for the lifetime of your Gap membership. Accessing the community group You can find our Facebook group by: Navigating to Main menu > > The Gap ...
Setting up a time and cost based proposal
The proposal documents in The Gap Portal are not designed to handle time and cost based services as we believe that services should be value-based, not time-based. However, for any exceptions, portal administrators can follow the steps below to ...
Using portal documents
You will find a variety of documents across The Gap portal; this article will help you understand what these documents are for and how to use them. Types of portal documents Portal forms: these are customisable documents you edit within the portal ...
Delivering the services
The Bridges area is where you'll find the content to market, sell and deliver our Advisory services. We call our advisory products 'Bridges' as they bridge the gap between compliance services and services that create enduring value for your clients. ...
Using pre-work
It's essential that pre-work is received from all attendees prior to any advisory meeting. Pre-work is important because: It engages the client in the process - preparing them for your meeting It helps you to understand the client's position to ...
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 ...
Tracking sent emails
Important info The Outbox tab contains the status of all emails sent via the portal. To start, navigate to the Main menu > > Outbox tab. Emails can be sorted by Subject, Recipient, Sent (date/time) and Sent status; emails are sorted by Sent date by ...
Managing inbox notifications
To start, navigate to the Main menu > > Inbox tab. The Inbox tab contains a list of the documents submitted by clients, e.g. proposals, pre-work, feedback, etc. The user who sent the document to the client will receive an email notification from the ...
Managing completed documents
To start, navigate to the Main menu > > Completed tab. Documents are saved here when a user clicks the Next or Action button. Note By default, Completed documents expire 2 years after the completion date. Finding a Completed document If the ...
Managing drafted documents
To start, navigate to the Main menu > > Drafts tab. Documents in this tab are drafts created from any editable form when a user clicks the Save as draft button or when the portal autosaves a document By default, Drafts expire 6 months after the last ...
Using proposals
Proposals are portal forms used to offer services to your clients. All proposals are able to be accepted online by the client or they can print and sign a PDF version attached to the email sent via the portal. The accepted proposal forms a legally ...
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 ...
Platform security
The portal has the following security features: Data Encryption AWS Data Location A Disaster Recovery Plan A Data Retention System Multi-Factor Authentication AWS Web Application Firewall for Network Security Password Security Penetration Testing The ...
Using email attachments
You can attach multiple files from your computer or a client's completed documents to portal emails. Warning! The document size limit of all combined attachments is 10MB. Adding an attachment Select your client from the Client dropdown. Click ...
Importing clients via CSV file
The CSV import is a feature available in the Manage Clients area for administrators, and in the Clients area firm-wide. It allows users to add clients and their contacts to The Gap Portal via a CSV file. Using our CSV template To start, navigate ...
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 to ...
Managing custom templates
The Templates tab is where you can utilise default templates to create your own bespoke content and systems in the portal. To start, navigate to Main menu > > Templates. Documents in this tab are used to create templates for bespoke services Use the ...
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 ...
Utilising the dashboard
The Portal Dashboard provides an overview of your firm's Wins, Proposals Open, and Proposals Won. Here you can also view the Gap Noticeboard and set your individual 90 Day Goals and 90 Day Actions. To start, navigate to Main menu > > Dashboard; when ...