Data & Client Setup
By Taylor1 author13 articles
Using the Extractor (Data Intake Feature) — Full Guide
Reviewing and Editing Extracted Assumptions
Overview: How Client Data Works in Kerdora
What File Types the Extractor Accepts
Setting Up a New Client: Step-by-Step Workflow
Manually Entering Client Data
Using the Client Onboarding Flow
Cashflow: Understanding Income, Expenses, and Spending
Client Settings: Notes, Objective, Tax State, and Filing Status
Client-Level Tasks: Creating and Managing Action Items
Account Types Explained: What Fields Each Category Has
The Documents Tab: Uploading and Organizing Client Files
Managing Household Members: Adults, Children, Businesses, and Trusts