How to Add a New Administrator

How to Add Custom Alerts

Setting up 2FA For Your Individual Account

How to Turn On leafplanner Agent Access

How to Export A Filtered Search

Turning on Guided Mode

How to Add a New User as a Viewer

Understanding The Corporate Transparency Act

How To Turn Off leafplanner Agent Access

Utilizing Related Resources

Using 2FA Authenticator Apps

Accounts

Sharing

Resources

Documents

leafplanner

Contacts

Sphere of Responsibility

Tax, Estate, and Trust

Liabilities

Assets

Insurance

First Things First

Glossary

Getting Started