GETTING STARTED
Overview: Your Dashboard
Your dashboard contains the Stronghold AI Assistant to answer your inheritance tax questions and guide you on how to use Stronghold. As inheritance tax and estate matters can be complex, just ask Stronghold to help you find a professional advisor. When you provide your contact details in the form provided by your assistant, and we'll follow up with you.
The navigation menu lets you jump to each category of your Stronghold. You can add or hide categories in the settings menu to simplify your navigation menu.
If you've logged in on your mobile, you can access the navigation menu by tapping the menu bars in the top left.
You can also scroll down to view any suggestions you have along with your incomplete items (see below) and recent activity.
Access settings (see below) in the top right where you see your name (or initials on mobile).
Incomplete Items (to-do's)
An record is listed as incomplete if it is created with a title only. An incomplete item has no other information in the record summary, notes, or contacts, and has no files uploaded.
Incomplete items are listed in the dashboard. Creating incomplete items is a good way to keep track of the information that you or or a loved ones need to gather.
Settings
Access your settings in the top right corner where you see your name (or initials on mobile). Review and update your account settings regularly. This includes updating contact information, changing passwords, and managing your dashboard categories and collaborators. You can also manage your plan
Explore and Experiment!
Don't be afraid to explore and experiment with the features of the dashboard. The more you interact with it, the better you'll understand its capabilities and how to make the most of your Stronghold. If you get stuck, message us in out web chat in the bottom left of your screen or email us at support@getstronghold.com.
And don't forget to let us know what you think about Stronghold by submitting feedback here.
Take a moment to get to know the dashboard.