Everything you need to know to get started with PreciseFP.
Our four steps are designed to help guide you to an effective digital transformation process for your business.
Articles describing how to work with PreciseFP templates and engagements.
Articles explaining how to manage your prospect or client information.
Articles about monitoring and tracking your firm's activity within PreciseFP.
Help articles pertaining to the SSG specific custodial templates
Instructions on how to import and export data from various integrations.
Articles outlining how to manage your company account settings.
Articles outlining how to work with the Dataset. (For Company Admins. Only)
Here you will find out how to add intelligence to your templates like calculations, conditions, etc.
This list shows the templates that come with PreciseFP out of the box.