Accelerator Links

Our team is continually updating and improving the resources available on this page. Feel free to bookmark this page if you wish, but please don't bookmark the links ON this page as they change frequently

Login To Your Pro AppLinks works best in an Incognito Browser

Master VisualView your full system overview here.

User GuideYour Written system walk-through is here.

Commonly Used Request Forms

eNewsletter Request FormSubmit request for your Estate Planning eNewsletter here.

Live Event BuildoutSubmit 3 weeks prior so we can build your page and automations.

Add or Remove a Team Member with NO AppointmentsThis form is for adding new team members without appointments or for removing team members.

Add Team Member with Appointments or Update Appointment AvailabilityThis form supports appointment requests when adding new staff.

Add a New Appointment Type or LocationNo additional cost for this request.

Update Firm InformationUpdate firm details, branding, EIN, headshots, and more here.

Add a Paywall to Planning SessionFor adding a fee to your Planning Session booking link.

Support Options

Email is the fastest way to get help , including screen recordings to show a process. Use the 15-min call only for quick questions. For longer, more detailed support or training, email our team for options.

1. Fastest way to get support-email us at:[email protected]

2. Book a 15-min support call w/ AcceleratorFor fast troubleshooting, guidance, or screen sharing, book using this link.

For Emergency Use OnlyUse only for urgent, time-sensitive issues.