Client portal - tips and tricks | Accurium

Our recent client research highlighted some knowledge gaps around the capabilities of the Accurium online client portal. This webinar aims to provide training on the features within our client portal to ensure that you and your organisation are gaining the maximum benefits that it has been designed to provide.

Training will include how to:

  • Prepopulate data from previous financial years’ actuarial certificates
  • Enter multiple transactions in the application form
  • Apply for part year actuarial certificates
  • Add and manage users in the client portal
  • Register more than one credit card for use; and
  • Discuss the breakdown of the tax exemption and general expense deduction.