Setting up your business app
CREDIT READY: Things to help you get started with the best bank statement retrieval service available!
By Dale1 author3 articles
- Getting StartedIn a few steps you can brand your account, invite your clients to provide statements, and get working on their living expenses analysis.
- Managing Your Partner DetailsThis article helps you manage your individual and partner details, inside your CashDeck portal.
- How to set up your BrandingSet up your Branding page with your logo and colour scheme, and check out your branded Wealth Desk site