Getting Started

• Adviser Portal - Logging in for the First Time

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• What Is the Adviser Portal and How Does It Work?

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• Adviser Portal - Overview: Key Features at a Glance

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• How to Register for the Adviser Portal

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🧑‍🤝‍🧑 Managing Clients

• How to Connect to a Client

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• Adviser Portal - View-Only Access Explained

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• How to Disconnect from a Client

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• How to Accept a Client Invitation

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📊 EOFY & Reporting

• Understanding the Audited 30 June Account Statement

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• Understanding the Cash Statement

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• What are the different EOFY reports available?

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• Understanding the Transactions Report

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• Understanding the Controls Report

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🔗Integrations & Tools

• Using the BGL Integration: Step-by-Step

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• Exporting for Crypto Tax Calculator (CTC)

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• Exporting for Syla

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• Exporting for Koinly

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📚 Education & CPD

• Popular Resources for Accountants

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🧭 Best Practice & Compliance

• How to Explain Coinstash to Your Clients

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🎁 Partner Program

• How to Gift $200 to Your SMSF Clients

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• How to Gift $25 to Your Clients

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• Partner Program Terms and Conditions

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• Tracking Client Signups From Your Invitations

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