ChangeGPS

Using XPM integration in the Trust Distributions App

Which client details can be pre-populated in the Trust Distribution Resolution from XPM?

Monthly ChangeGPS invoices are available for download.

How can I access monthly invoices

Connecting the ChangeGPS platform with your XPM or Xero Tax account will allow you to search and sync your client and contact details directly in ChangeGPS.

How to connect or disconnect XPM / XeroTax to ChangeGPS

Error when trying to search and import client group details from BGL

Error in Blueprint as BGL token needs to be reset

When Access HandiSoft integration is enabled, client names and address details can be imported to ChangeGPS

Client data integration from Access HandiSoft

Is client data stored using the Engage Module?

Entering Client Contact Information Without XPM Integration

Learn more how to manage and use integrations with 3rd party applications to enhance your ChangeGPS platform.

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