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Training & Updates

Software updates can improve stability and provide additional features as the software develops. This includes user experience improvements, performance enhancements and upgraded capabilities. This page reviews the type and date of the changes made and future updates to come.

Revenue Tracking

  • Client Workbook ingestion - last updated 12/07/2021


  • Now Available - 6/1/2022


Document Management

  • COMING SOON! - 9/1/2022

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