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Last Updated: 03/02/2026
in Documents User Guide Plan Menu
The Show History page enables users to review modifications made to plans across all modules that you subscribe to. Users with with Designated Administrative permissions can revert changes made to the document checklist from this page. In addition...
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Last Updated: 03/02/2026
in Documents User Guide Plan Menu
Deleting a plan will permanently remove the plan from the system, as well as all completed forms and filings. If you might need access to the plan again in the future, we recommend you mark the plan as not responsible for. You can mark a plan as ...
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Last Updated: 03/02/2026
in Documents User Guide
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Last Updated: 03/02/2026
in Documents User Guide Plan Menu
The Clone Plan feature can be used when you would like to add a plan to a company that is identical or similar to an already existing plan on your account. Cloning a plan will copy the checklist type and all checklist answers of the original check...
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Last Updated: 03/02/2026
in Documents User Guide Plan Menu
To convert a plan to a different checklist type, click on the "Convert Plan" link located under the Plan Menu on the Edit Plan page. On the next page, you can select your desired checklist type. Click on "Convert Plan" button. All checkl...
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Last Updated: 02/26/2026
in Documents User Guide Plan Menu
The Document History page enables users to review modifications made to the document checklist. To access the Document History page, click on the "Document History" link located under the "Plan Menu" on the Edit Plan page. This page will show ...
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To upload one or multiple Form 5330s, select the Upload link within the 5330 Box in the 5500 Module. In the Form 5330 Upload/Download window, users can:
Download a sample template and schema CSV files.
Download existing Form 5330s for on...
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Last Updated: 02/19/2026
in 5330 User Guide
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The Workflow Grid is located in the Compliance Menu, under “Tools/Settings”, by clicking “Workflow”. This is a global grid, listing each plan under a customer’s account to which a year end has been added in the Compliance software and showing ...