Training

Training Resources

Should you require additional support using the witsIFA software, we have a wide range of training resources to assist you.

You can access all of our training demonstrations FREE of charge, 24 hours a day, 7 days a week, meaning training is available even when we’re not!

training

GDPR Options

See for yourself

Watch our demonstration video to see the value witsIFA can bring to your business. The video walks through client management, reporting, financial accounts and more. If you like what you see you can get started with witsIFA right away.

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Contact witsIFA

Training

Training Resources

GDPR Options

1. Logging Into The witsIFA Portal

2. Setup

3. Clients

4. Reporting

5. Payments

6. Banks

7. Emailing

8. Documents Tab (Scanning Documents)

See for yourself

Resources

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