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BROWSE OUR FAQS

Getting Started

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  • How do I use my dashboard?
  • How do I update my Contact Card?
  • How do I customize my invitation email?
  • How do I customize Get-it-Dones?
  • How can I customize what my clients will see?
  • How can I keep track of my remaining Everplans?

Managing Your Clients

9 ARTICLES View all
  • What is a Household Plan?
  • How do I import clients via Redtail?
  • How can I keep track of client use and activity?
  • Is it possible to cancel an invitation I've already sent?
  • How do I resend an invitation?
  • How do I check the status of an invitation?

Managing Your Account

4 ARTICLES View all
  • What's two-step verification all about?
  • How does two-step verification work?
  • How do I enable two-step verification?
  • Why am I asked for a code to login?

Understanding Your License

3 ARTICLES View all
  • Can other members of the team manage client accounts?
  • How do I manage users at my firm?
  • What's the difference between an Advisor and an Assistant?

Problems & Suggestions

3 ARTICLES View all
  • How do I report a technical problem or bug?
  • How do I clear Everplans cookies?
  • How do I make a suggestion for a feature or functionality I wish you had?

Everplans Professional Resource Center

3 ARTICLES View all
  • Everplans Knowledge Center
  • Everplans Knowledge Center
  • Everplans Resource Center

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