TakeNote documentation

Reference documentation for advisers using TakeNote. Each section describes what a feature does and where to find it in the product, from recording a client meeting through to generating suitability reports and provider forms.

Use the navigation on the left to browse by area, or press Cmd/Ctrl+K to search across every page and section heading. New to TakeNote? Start with Getting started, which covers creating an account or joining your firm by invitation, then walks through capturing your first meeting and filing it against a client record.