Join Now, Pay No Initial Fee

For a limited time only, when you sign an annual contract for Wealth Docx, Business Docx, or Wealth Tracx, we will waive your initial fee.

Customer Support & Training

Here for you

Unlimited Member Support

Unlike other companies, we offer free unlimited support via our Member Services and Software Support teams. As a member, you will have a dedicated Member Support Specialist, who will be your personal guide as you grow your skills and your practice. And with convenient contact hours, our teams are happy to hear from you whenever you reach out.

WHEN YOU NEED IT

Live and On-Demand Training

Our Software Support team offers live training once a month. If that does not fit into your schedule, on-demand training and resources are also available.

Connect with a Practice Development Consultant to learn more.

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