Data & Client Setup
By Taylor1 author17 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
- Notes in Kerdora: Internal vs Client-Visible
- Giving: Tracking and Displaying Charitable Contributions
- Importing Holdings from Altruist
- Entering Social Security in Kerdora