GMG Savings

General Resource Center Folder 14

• Determining Your Business Focus
• What’s the difference between the BSA Tool and the GMG Savings App?
• What is IntelaTek and how can I get connected with training on the Benefits Reform Program? What about Pre Set Appointment options?
• Help! I need to get active again with my Blue Coast business and get back into Training!
• Are there other Advisors I can talk to for mentoring and advice?

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Client Articles 6

• CPA Alliance
• Feasibility Study, What is It and Why & When Does It Need to Be Done?
• Results Call, Why?
• How Does a Client Activate Their Client Portal?
• How Can Cost Segregation Generate Immediate Cash Flow For My Client

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WOTC 14

• Can WOTC or Hiring Tax Incentives be taken on Existing Employees?
• How Do You Know If WOTC Is Already Being Taken Advantage Of?
• Isn't My CPA Already Taking Care of WOTC?
• Is WOTC Available In Spanish?
• Can H2B Employees Take Advantage of WOTC?

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ERC 1

• ERC Quarterly Payroll Reporting

Cost Seg 0

Service Overviews 5

• Service Agreement Overview
• Cost Segregation Overview
• R&D Overview
• Property Tax Mitigation Overview
• Employee Retention Tax Credit

IT Solutions 3

• Template (Without Visual Aid)
• How Do I Log Out of My Portal?
• Documents - File Not Found Error

General All Teams 2

• Webex, No Audio - No Sound?
• Webex, No Audio - No Sound?

Client and Portal Management 31

• How Do I Book a Call from an Existing Client Card?
• How Do I Book a Potential Client to Speak with an Expert?
• How to Share Social Posts
• How to Share Email Templates
• PATH Act and Start Ups

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Portal / Client Management 43

• How Do I Submit Client Documents
• How do I download leads from my Portal?
• How to Use Weekly Focus Activities
• How to Use the Support Solutions Base
• How Can I Run a Test or Demo Presentation Pro?

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