Configuring Your Profile
Configure your profile to ensure proper formatting of client reports.
Getting Started
Everything you need to build your first income plan.
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Navigating IncomeConductor
Learn about the various areas of IncomeConductor. -
Creating your first client
Steps for setting up new clients. -
Plan Statuses
Learn what the various plan statuses mean. -
Pro Editor User Guide
Explore common Pro plan "red flags" that arise, "insights" into why they occur, and "solutions" to address them.