The Gap Help Centre

Popular Articles
The Gap Release Notes
Short-Term Roadmap In the upcoming weeks and months, we will introduce new content and features guided by customer feedback, which shapes our product roadmap, including: Further content: Educational modules to support delivery of our core services ...
Introduction to the Meeting Delivery Workspace
Clients
Watch or read the below guides to learn more about client settings and access to The Gap. Adding & Managing Clients Alert If your Xero Practice Manager (XPM) is connected to your Gap account then clients will automatically sync twice daily, with XPM ...
Getting Started
Watch or read the below guides to help get you started with The Gap; set up your organisation’s account and your profile, add and manage team members, and utilise Gap notifications. Account Set Up Org settings The Org Settings area is where you will ...
Services & Pricing
The Services and Pricing area is where you set up your details for creating and sending proposals. Watch or read the guides below to learn more about setting up your Services & Pricing in The Gap. To set up your Services & Pricing: Navigate to Main ...

Recent Articles
Pre-Work
Pre-work is an essential Gap tool that will help you get deeper insights to deliver effective meetings. Watch or read the below guides to learn more about pre-work. Creating & Editing Pre-Work Templates &amp;amp;amp;lt;br&amp;amp;amp;gt; ...
Work Items
A Work Item acts as an interactive process guide, and a workflow management tool, to support advisors through delivering services intuitively. Watch or read the below guides to learn more about utilising Work Items in The Gap for your meeting ...
Value Gap Calculator
The Value Gap calculator is a valuable tool used to show clients (and prospective clients) what’s possible by demonstrating the gap between where their numbers are now and where they could be. There are two ways to access the Value Gap Calculator: ...
Advisor Assistant (beta)
Advisor Assistant (beta) Overview The Advisor Assistant is a built-in feature, utilising AI to automatically record and transcribe meetings held within The Gap. It streamlines documentation, allowing advisors to focus on conversations while ensuring ...
Prevent Gap emails from going to Spam
To ensure you and your clients receive all important communications from The Gap, please add notifications@app.thegaphq.com to your email platform's safe senders list. Prevent emails from being marked as Spam in Outlook.com Add the sender to your ...

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