You can add a new entity’s information prior to your meeting. To do this click the ‘+ Entity’ button in the top right-hand corner of the dashboard screen. The entity information page will be displayed and you can complete the necessary fields.

Yes. When you login again, you can find your previous session in the ‘Recent sessions’ section on the dashboard. When opening up a ‘Recent session’, you will be taken to the point where you left the session.

Firstly work through the supporting documents provided on this site (under the support tab). If further assistance is needed, email the helpdesk (support@intu-it.com).

Support documents