Page Layout and Main Features

• Search Bar:
  Located at the top, it allows you to filter records by name, client ID, email, or PIN.
  Use partial or complete keywords to refine the results.
  
  
• Table of Ineligible Leads:
  Each row includes:
  
  
  • Prospect ID (or lead identifier)
    
    
  • Name
    ‍
  • PIN ID
    
    
  • Email
    ‍
    
  • Phone Number
    
    
  • Eligibility: Displays “Not Eligible” as a clear red label by default
    ‍
    
• Actions Menu (Three Dots):
  The three dots in the far right hand side of each row allows the admin to view the lead’s full profile.
  
  

• Search Bar:
  Located at the top, it allows you to filter records by name, client ID, email, or PIN. Use partial or complete keywords to refine the results.
• 
  
• Actions Menu (Three Dots):
  The three dots in the far right hand side of each row allows the admin to view the lead’s full profile.

Marking a Lead as Ineligible

• The client does not meet certain legal or financial criteria.
• The property or case is outside your firm’s area of service.
• They opt out voluntarily, or there’s insufficient documentation to proceed.

Your staff might use a dedicated button or dropdown in the record’s profile to change the status to “Ineligible,” moving them to this page.

Reverting Ineligible Leads

If circumstances change (e.g., the client obtains missing paperwork, or legal conditions improve):

• Open the Ineligible Leads page.
  
• Locate the record using the search bar or by scrolling through the table.
  
• Click the three-dot menu and click the profile link to view detailed information.
  
• Look for the “Lead Status” button in the central “Profile” panel.
  
• Confirm the status change (e.g., switching them back to “Prospect” or “Lead”) as appropriate.
  

Best Practices

• Use Clear Documentation: Note in the client’s profile why they were deemed ineligible. This helps avoid confusion if they return or if another team member revisits the record.
  
• Check Periodically: Some firms review ineligible leads occasionally to see if any might now qualify. This can lead to new business if previously missing data has become available.
  
• Maintain Accurate Data: Clean up or archive old, permanently ineligible leads so your main funnel stays organized.
  

Profile Section (Middle Panel)

Assign to Batch

Use this dropdown or selector to place the client into a Batch, which is often tied to a specific submission or refund window.

Eligibility & Status Labels

• Eligibility: Mark whether the client is “Eligible,” “Ineligible,” or still “Undetermined.”
  
• Status Labels: Tag the client with any relevant label (e.g., “In Progress,” “Awaiting Docs,” “Follow-Up”). This helps your team track progress visually and filter leads as needed.
• Application Status: Label the client with any relevant statuses pertaining to any applications submitted to the county.
  

Best Contact Method

Set how your team should reach this client (email, phone, SMS, etc.). This ensures communication is consistent and efficient.

Submission Form & QR Code

• Copy Link: Grabs the unique URL for the client’s submission form, which they can fill out or update.
  
• Copy QR Code: If they prefer to scan from a phone or printed document, share this code. Both link to the same submission form, but a QR code may be more convenient for in-person or postal communications.

Lead Details

This bottom section of the Profile panel contains stored information pertaining to that client. This information can be quickly copied for easy access.

Property Details (Right Panel)

This section covers property information and other data that can be updated at any point. It might include:

• Address/Location
  
• Property Type (e.g., Single-Family, Commercial)
  
• PIN or Parcel Number
  
• Deed Date
  
• Assessed Value or other local data
  

Depending on your firm’s workflow, you can edit, copy, or submit updates about the client’s property details if new documentation or changes arise.

Top-Right Icons

Several icons in the page’s top-right corner handle specialized tasks:

1. Pen Icon (Edit Prospect Info)
   Opens a form to update basic client information (name, phone, email, contact preferences) or correct typos.
   
2. Calendar Icon (Schedule Appointment)
   Lets you set up a meeting. When clicked, you can choose a date/time, add an agenda, invite relevant team members, and email or SMS confirmation to the client.
   
3. Arrow Icon (User SMS)
   Allows you to send messages. When clicked, it opens up a side panel that contains the existing chat between the firm and client.
   
4. Message Icon (Notes)
   Opens a notes panel or pop-up where you can jot down internal remarks—like a summary of your last phone call, next steps, or reminders. Notes are visible only to internal users and do not go to the client.
   
5. Key Icon (County Credentials)
   If the client has an online account with the local county assessor or official tax portal, store and manage their credentials here. This includes copying them quickly for login, or updating if they expire or the client changes their password.
   
6. Clock Icon (Recent Activity)
   Shows a chronological list of interactions and changes for this client—like when statuses changed, who added notes, or any appointments that were scheduled. It’s a quick audit trail for your team.
   

Putting It All Together

A typical workflow might look like this:

1. Review & Update
   Check the client’s contact info and property data in the right panel. If something is outdated (like a new mailing address), click the pen icon or the property details edit button.
   
2. Update Eligibility & Status
   Mark them “Eligible” or place them in a new status label (e.g., “Ready for Submission”).
   
3. Share Submission Form
   Copy the link or QR code in the middle panel if you need the client to fill out additional details.
   
4. Assign to Batch
   If their case belongs to a specific tax year or county window, choose the correct batch to keep it organized.
5. Schedule Appointment
   Use the calendar icon to book a follow-up. This may automatically generate a Google Meet link if your integration is enabled.
   
6. Add Notes
   Document the conversation or plan in the notes panel (message icon) to keep your whole team aligned.
   
7. Check Recent Activity
   If you need to see who changed something or when it was changed, open the clock icon to access the activity log.
   

Page Layout and Main Features

• Search Bar
  Enter all or part of a name, ID, or email to filter the admin list. This helps in quickly locating specific users, especially when many individuals have access.
• Admins Table
  Each row shows an admin’s first name, last name, email, role, status (active or inactive), and last login date.
  
• Actions Menu (Three Dots)
  Click the three dots at the end of a row to go to the admin Profile, which displays more detailed information about that admin.
  

Adding a New Admin

Clicking the Create Admin button opens a pop-up form (modal). You’ll be asked to provide:

• First Name
  
• Middle Name (optional)
  
• Last Name
  
• Email Address
  
• Role (e.g., Agent, Admin, Super Admin)
  

When you submit the form, the system typically sends an email invitation to the new admin with instructions to set their password. Once completed, they can log in with the role and privileges assigned to them.

Roles and Permissions

There are three roles across the ReTax360 platform, Super Admin, Admin, and Agent. Below are their permissions:

• Super Admin
  Key Permissions
  • Manage Everything
    • • Manage Everything
        • Full access to all leads, tasks, reports, invoices, settings, user management, and integrations.
      • User & Role Management
        • Create, edit, and remove all user accounts (Agents, Admins, other Super Admins if you allow multiples).
        • Assign, revoke, or modify any role at will.
      • Enterprise Settings
        • Configure branding (logo, color palette), domain/subdomains, or any custom enterprise-level preferences.
      • Service Fee & Interest Rates
        • Change global or year-specific fees and interest rates in the “Service Fee” module.
      • Label & Workflow Configuration
        • Complete control over label creation, editing, and deletion without restriction.
      • Integration Settings
        • View and update third-party credentials (Twilio, SendGrid, Stripe, DocuSign, Google Workspace).
        • Decide on auto-deployment or manual confirmation.
      • High-Level Reporting
        • Access to all historical data, performance metrics, and advanced reporting.
      Full access to all leads, tasks, reports, invoices, settings, user management, and integrations.
  • User & Role Management
    • Create, edit, and remove all user accounts (Agents, Admins, other Super Admins if you allow multiples).
    • Assign, revoke, or modify any role at will.
  • Enterprise Settings
    • Configure branding (logo, color palette), domain/subdomains, or any custom enterprise-level preferences.
  • Service Fee & Interest Rates
    • Change global or year-specific fees and interest rates in the “Service Fee” module.
  • Label & Workflow Configuration
    • Complete control over label creation, editing, and deletion without restriction.
  • Integration Settings
    • View and update third-party credentials (Twilio, SendGrid, Stripe, DocuSign, Google Workspace).
    • Decide on auto-deployment or manual confirmation.
  • High-Level Reporting
    • Access to all historical data, performance metrics, and advanced reporting.
• • Manage Everything
    • Full access to all leads, tasks, reports, invoices, settings, user management, and integrations.
  • User & Role Management
    • Create, edit, and remove all user accounts (Agents, Admins, other Super Admins if you allow multiples).
    • Assign, revoke, or modify any role at will.
  • Enterprise Settings
    • Configure branding (logo, color palette), domain/subdomains, or any custom enterprise-level preferences.
  • Service Fee & Interest Rates
    • Change global or year-specific fees and interest rates in the “Service Fee” module.
  • Label & Workflow Configuration
    • Complete control over label creation, editing, and deletion without restriction.
  • Integration Settings
    • View and update third-party credentials (Twilio, SendGrid, Stripe, DocuSign, Google Workspace).
    • Decide on auto-deployment or manual confirmation.
  • High-Level Reporting
    • Access to all historical data, performance metrics, and advanced reporting.
  Cautions
  • Security Conscious
    • Since the Super Admin can access everything (including private credentials), it’s critical to keep this role’s password and account details secure.
      ‍
    • Limit the number of Super Admin accounts to the smallest possible group (often 1–3 for redundancy).
      ‍
    • Maintain at least 1 IT Super Admin to handle matters regarding integrations.
      
      

Viewing an Admin’s Profile

From the three-dot menu, selecting Profile opens a dedicated page for that user. Typical fields include:

• ID (system-generated unique identifier)
  
• Email Address
  
• Phone (if provided)
  
• Designation (e.g., job title or departmental role)
  
• Account Created date/time
  

This profile page is read-only by default, though certain roles have options to edit user details or reset passwords.

Kanban-Style Layout

Tasks are arranged in columns that typically reflect different phases of completion. Common statuses might include:

• Open: Newly created tasks that haven’t been started.
  
• In Progress: Tasks currently being worked on.
  
• Blocked: Tasks halted by external dependencies or missing information.
  
• Done: Completed tasks.
  

Dragging a task from one column to another changes its status automatically.

Viewing Task Details

Each task appears as a card showing:

• Title: A brief description of the task.
  
• Priority: Low, Normal, High, Critical, etc.
  
• Assignee(s): The avatars or initials of the team members responsible.
  
• Due Date: If applicable, indicating when the task should be completed.
• Created At: When the task was originally made.
  

An eye icon in the corner lets you open a modal with more detailed information, including:

• Full description: Rich text editing is available.
  
• Attachments
• Associated Leads: Handy if a task involves a specific client/property.
  
• Status and Priority: Both of which can be updated directly in the modal.
  

Creating Tasks

Clicking the Create Task button in the top-right corner opens a form where you can enter:

• Title: A concise label for the task.
• Description: Additional context, instructions, or notes.
  
• Status: Sets the initial column where the task will appear.
  
• Priority: Indicates importance or urgency (e.g., Normal, Higher, Critical).
  
• Due Date: A calendar picker (optional) to schedule deadlines.
  
• Assignees: Search and select one or more team members.
  
• Lead(s): Link the task to relevant leads or clients.
  

Once created, the task appears in the chosen status column.

Drag-and-Drop Workflow

Moving tasks between columns is as simple as clicking and dragging them from one status column to another. This updates the task’s status automatically—no need to open the task details modal. Teams often find this helps visualize progress and identify bottlenecks more effectively than a traditional list view.

Best Practices

• Set Clear Titles and Descriptions
  Ensure tasks are easy to understand at a glance; include relevant details or attachments where needed.
• Assign All Relevant Team Members
  Multiple assignees can reduce communication gaps if a task spans different roles.
  
• Use Due Dates
  Keep track of deadlines; tasks nearing their due date can be flagged for higher priority or additional support.
  
• Update Status Regularly
  Encourage team members to drag tasks into the correct column as soon as progress changes. This keeps the board accurate for everyone.
  
• Review Blocked Tasks Often
  If a task is blocked, check on it frequently to resolve the obstacle and move it forward.
  

Viewing and Filtering

• Month / Week / Day / List
  Toggle among these options at the top of the calendar.
  
  
  • Month: Shows an overview of all events in a grid-like calendar.
    
  • Week: Displays each day of the week in columns, often detailing exact time slots.
    
  • Day: Focuses on a single day’s timeline.
    
  • List View: Presents appointments in a chronological list for the current week.
    
• Navigation Arrows or Date Picker
  Move forward/backward in time or jump to a specific date. This is particularly useful for checking past records or scheduling far in advance.

Appointment Details

Clicking an appointment opens a pop-up with key information:

• Title (e.g., “Client Call with John Doe”)
  
• Description or Notes
  
• Date & Time (start and end)
  
• Location or Online Meeting Link (e.g., Google Meet)
  
• Assigned Admins/Agents
  
• Invited Guests (other participants)
  

Depending on your permissions, you can edit or delete the appointment directly from this pop-up.

Creating an Appointment

Use the Add Appointment button (top-right) to create a new event:

1. Title: A short description (e.g., “Property Consultation”).
   
2. Date & Time: Select a start and end time.
   
3. Location: Physical address or “Online Meeting.”
   
4. Attendees: Add any internal admins/agents and external guests/clients. Email invites may automatically be sent to external participants if configured.
   
5. Notes / Description: Provide context (e.g., “Discuss property docs” or “Review case #12345”).
   
6. Google Workspace Integration: If your ReTax360 instance is linked to Google, the system automatically creates a corresponding Google Calendar event—including a Google Meet link.
   

Saving the appointment places it on the calendar, and invitees receive email notifications.

Editing and Rescheduling

• Appointment Pop-Up: Click the event → click the three dots → look for the Edit option.
  
• Email Notifications: If the meeting date/time changes, automated emails are sent to all participants, ensuring everyone is up to date.
  

Navigation and Starting Chats

On the left side (or top, depending on layout), you may see the following:

• List of Conversations: Each entry shows the client’s name or the broadcast group name, as well as a preview of the last message.
  
• Three-Dot Menu (next to “SMS”):
  
  • New Chat: Opens a search interface to find a specific client. Select the client and start a direct conversation.
    
    
  • New Broadcast: Displays a pop-up for creating a group message. You’ll name the group and specify which clients (via PIN or IDs) should receive the broadcast.
    
    

Viewing and Sending Messages

When you click on a conversation (individual or broadcast):

• Message Thread: A chronological list of messages, with your messages on one side and client replies on the other.
  
  
• Input Field: Type and send new messages. If your configuration supports attachments, an icon may allow images or PDF files.
  
  
• Side Panel (Info Icon or Eye Icon): Displays details such as:
  
  
  • Client Name, Contact Info (for individual chats).
    
    
  • Group Name and Member List (for broadcasts).
    
    
  • PIN or property details (depending on your workflow).
    
    

Creating a Broadcast

1. Click the three dots next to “SMS” → New Broadcast.
   
   
2. Group Name: Name the broadcast group (e.g., “2023 Tax Reminder”).
   
   
3. Enter PINs (or other client identifiers) for everyone you want to include using a comma-separated string in the “Description” section.
   
   
4. After saving, you’ll see a new broadcast thread in your conversation list. Sending a message here sends it to all members at once.
   
   

Managing Ongoing Conversations

• Search Bar: If you handle a large volume of chats, use the search field to filter conversations by client name, PIN, or phone number.
  
  
• Notifications: When clients reply, you will get an in-app or email alert, depending on your settings.
  
  
• Changing Membership (broadcasts only): Clients can be added to a broadcast list after the group has been created.
  
  

Main List of Batches

A table lists each existing batch, displaying:

• Batch Name/No. (e.g., Q1-25, Q4-24)
  
  
• Submission Date (when the batch is finalized or submitted)
  
  
• Size (number of clients in the batch)
  
  
• Status (e.g., OPEN, SUBMITTED, CLOSED)
  
  
• Zip Status (if the submission contents have been compiled, the ZIP file will be available in this column, displaying a “Download All” button)
  
  

Use the Search Bar or Date Filter to narrow down batches by name, date range, or admin name if needed.

Eye Icon (View Batch)

Clicking the eye icon in a row takes you to a detailed view for that batch. Here you can see:

• List of Clients: Prospect ID, PIN, Lead Name, Date, and invoice or other statuses.
  
  
• Bulk Actions: Buttons like Bulk User Add, Generate Bulk Invoice, Export Data, or Submit Batch if applicable.
  
  

Batch Detail View

Inside a batch, you have several key features along the top or side:

• Bulk User Add
  Allows you to import multiple clients at once via a CSV file. The pop-up shows the required columns (PIN, ClientID, COE amounts, etc.).
  
  
• Generate Bulk Invoice
  For creating combined invoices for all included clients (if your platform’s integrations support that billing workflow).
  
  
• Export Data
  Download the current batch’s client list into a CSV file for offline analysis or archiving.
  
  
• Submit Batch
  Moves the batch to a “Submitted” or “Closed” status once all required steps are complete; compiles all of the relevant documents for each client into an organized ZIP for submitting cases to the county.
  ‍
  

Each client row has a three-dot menu for navigating to the full client Profile.

Common Use Cases

• Preparing for Refund Windows: Many townships or counties have specific submission periods. You can organize all eligible leads into a batch and then submit once the window opens.
  
  
• Bulk Invoicing: Quickly generate or send invoices for an entire group of clients who are at the same stage.
  
  
• Data Management: By organizing leads into separate batches (e.g., Q1, Q2, etc.), it’s easier to keep track of who was processed when and how.
  
  

Best Practices

• Name Batches Consistently
  Consider a naming convention like “Q1-25” (Quarter 1, 2025) or “Summer-2025” to keep everything easily identifiable.
  
  
• Check CSV Requirements
  When bulk-adding users, ensure your CSV matches the required headers and format. This avoids upload errors and streamlines the process.
  
  
• Monitor Batch Status
  Keep an eye on which are open vs. submitted vs. closed. This helps your team see at a glance which groups are still active.
  
  
• Manage Overlaps
  If a lead belongs to multiple windows or submission periods, ensure you’re placing them in the correct batch or removing them if they no longer apply.
  ‍

Main Invoice List

A table displays all invoices, with columns such as:

• PIN
  ‍
• Sent To
  
  
• Price
  
  
• Status (e.g., Open, Paid, Partial)
  
  
• Issued At
  
  
• Issued By
  
  

Payment Plans / Fragmented Invoices

Use the View Payment Plan button to filter the list for clients on partial or segmented payment plans. This helps you quickly see who owes multiple installments or partial payments, letting you track upcoming due dates and send reminders as needed.

Creating a New Invoice

Click the Create Invoice button to open a pop-up form:

1. Search for Client: Start typing the client’s name or PIN. A dropdown should appear with matching results.
   
   
2. Enter Invoice Details: This can include invoice amount, due date, description of services, or other custom fields.
   
   
3. Payment Plan (Optional): If your client is paying in installments, specify the details here (e.g., number of payments, payment schedule).
   
   
4. Send Invoice: After saving, an invoice is generated. If email or SMS integration is enabled, the client receives a notification or link to view/pay.
   
   

Reviewing and Updating Invoices

Each invoice row in the table has a three-dot menu column that allows you to:

• View/Update Details
  Opens the invoice in a side panel or new page, where you can adjust amounts, dates, or item descriptions.
  
  
• Record Payment
  If a client pays offline (e.g., check or cash), you can mark that amount in the system so the invoice status remains accurate.
  
  
• Send Reminder
  Triggers an email or SMS reminding the client about an upcoming or overdue payment.
  
  

Available Charts

You can choose from different chart types, depending on what you want to track:

• Appointments
  Displays the volume or distribution of scheduled appointments over the selected timeframe.
  
  
• Lead Status
  Shows how leads are progressing through various statuses (e.g., New, Contacted, In Progress).
  
  
• Lead Conversion
  Tracks how many prospects become leads—and how many of those leads become active cases.
  
  
• Invoices
  Visualizes invoice data (e.g., total amounts, paid vs. unpaid) to help you gauge your firm’s financial throughput.
  
  

Time Filters

A dropdown menu (or set of buttons) allows you to set the timeframe for your report:

• All (entire data history)
  
  
• Today
  ‍
  
• Yesterday
  ‍
• This Week
  
  
• This Month
  
  
• Last Three Months
  
  
• Last Six Months
  
  

After selecting a range, you click Generate to refresh the chart with updated data. This makes it easy to spot recent trends or compare current performance with historical benchmarks.

Generating Charts

1. Select the Chart Type
   Choose Appointments, Lead Status, Lead Conversion, or Invoices from the list or dropdown.
   
   
2. Pick a Time Range
   Click the timeframe that best suits your analysis.
   
   
3. Click Generate
   The system retrieves and processes data, then displays the chart in the main area of the page.
   
   

Interpreting Results

• Appointments
  Look for peaks and valleys to see when your firm is busiest.
  
  
• Lead Status
  Identify where leads are getting stuck (e.g., a high number in “New” might mean your team needs to follow up more promptly).
  
  
• Lead Conversion
  Observe any increase or decrease in conversions, and correlate that with changes in marketing or outreach efforts.
  
  
• Invoices
  Track revenue patterns, outstanding balances, or seasonal fluctuations in billing.
  
  

Available Tools

• Property Comparison Tool
  Allows admins to quickly compare a prospect or lead’s property with similar properties in the database. This can help justify appeals or identify potential opportunities for refunds.
  
  

Adding a Tool

Click the plus (“+”) button next to any tool you’re interested in. This action opens a brief description and directs you to contact your sales team or sales@retax360.com for more information. The sales team can help with:

• Pricing
  Determining any additional costs for enabling the tool.
  
  
• Integration Details
  Explaining how the tool will fit into your existing workflow and any setup steps.
  
  
• Licensing / Access
  Clarifying user limits, roles allowed, etc.
  
  

Using a New Tool

Once your firm’s agreement is finalized, and the tool is activated:

1. The tools icon and name will appear in the Tools list.
   
   
2. Depending on its purpose, you might see a new menu option, a dedicated sub-page, or an additional feature embedded within leads/prospects.
   
   

Best Practices

• Evaluate Relevance
  Choose only the tools that align with your firm’s immediate needs. Overloading your CRM with unnecessary features can cause confusion.
  
  
• Budget for Upgrades
  Tools may come with subscription fees or usage costs. Make sure to consider fees and rates before installing.
  
  
• Assign Tool Specialists
  If a tool is complex, designate one or two users to become the “power users” who train others and monitor usage.
  
  
• Stay Updated
  Vendors often release new tools or enhancements to existing ones. Revisit the Tools page periodically to see what’s new.

Label Settings

Overview

Label Settings let you manage the tags or labels used throughout the system. These labels can categorize prospects, leads, appointments, or any workflow stages unique to your firm’s processes.

Key Features

• Add New Labels
  Helps you introduce unique categories like “Under Review,” “Priority,” or “Awaiting Docs.”
  
  
• Edit Existing Labels
  Rename or recolor labels for consistency (e.g., changing “High Priority” to “Urgent”).
  
  
• Delete Labels
  Remove outdated or unused labels. If a label is currently assigned to any entity, you’ll typically be prompted to confirm or reassign it.
  
  

Best Practices

• Keep Labels Clear and Succinct: Short, intuitive names make it easy for the team to spot a label’s meaning at a glance.
  
  
• Avoid Redundancy: Ensure you aren’t duplicating the same status or workflow concept under different names.
  
  
• Maintain Consistency: Use a color-coding system that’s uniform across different labels (e.g., red for urgent tasks, blue for ongoing).
  
  

Enterprise Settings

Overview

Enterprise Settings enable you to brand the CRM for your organization. This includes inserting your firm’s name, logo, and color palette, so users see a consistent, familiar design.

Key Features

• Enterprise Name & Logo
  Displayed on login screens, headers, and system emails (depending on your CRM configuration).
  
  
• Color Themes
  Set primary or accent colors so pages match your corporate identity.
  
  

Best Practices

• Use High-Resolution Assets: Crisp logos and correctly sized favicons enhance your brand’s professional appearance.
  
  
• Regularly Review Branding: If your firm updates its logo or color scheme, make the corresponding changes in these settings.
  
  
• Stay Consistent Across Modules: Ensure branding is applied to email templates, login pages, and internal communications.
  
  

Service Fee

Overview

The Service Fee page deals with financial and billing parameters. It lets you:

• Set or Update Global Service Fee: The percentage or rate your firm charges for services, automatically pulled into invoice calculations.
  
  
• Adjust Interest Rates: Useful for property tax refund predictions, potentially affecting specific batches or tax years.
  
  

Key Features

• Flat or Percentage-Based Fee
  Choose whether you charge a fixed amount or a percentage on top of transaction or refund amounts.
  
  
• Year-by-Year Interest Rates
  For property tax appeals or refunds, you can define interest rates per year if certain jurisdictions apply them.
  
  

Example Scenarios

• Automated Invoices
  When a lead’s invoice is generated, the system includes the current service fee in the total.
  
  
• Property Tax Refund Estimation
  If your enterprise uses interest-based calculations for refunds, these rates help auto-calculate approximate amounts owed.
  
  

Best Practices

• Review Rates Periodically
  Keep an eye on changing regulations or your firm’s pricing model so this page reflects the latest rates.
  
  
• Communicate Changes
  When fees or rates shift, notify staff to avoid confusion in billing conversations.
  
  
• Sync with Invoices
  Double-check that changes in Service Fee immediately sync with new invoice creation.