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User Guides
How to set up and manage clients and client groups
Quick Start Video (Active Platform)
Administrator Guides
How to set up offices
How to set up users
How to manage licenses
How to manage firm settings
Integrations
How to connect to Xero Practice Manager (XPM)
How to set up and use Active - FYI Integration
Templates
[AU] Document list (Active Templates)
Troubleshooting Guides
How to troubleshoot 'We're having a bit of trouble connecting you to Workpapers/Ledger'
Privacy & Legal
Privacy & legal policies
Service Level Agreement