Documentation

The guide, in full

This is the same documentation shipped to firms using the platform — not a summary written for this site. It is generated from the product repository, where each page is checked against the code it describes and fails the build when that code moves underneath it.

That includes Limits, which is a plain list of what the platform does not do yet. It is published here for the same reason it exists there: a capability you discover is missing after signing is worse than one you read about beforehand.

No account needed, and nothing here asks for your email.

Starting your practice

You have been approved and signed in for the first time. Day one in order, and the one step that decides whether you can be paid.

For your client

What the client sponsor sees in the portal, and how they approve things.

For your client's staff

Using the delivered application day to day.