Maus Software
Strategic Planning, Financial Reporting & Exit Planning Software for Advisors & SMB's
Exit Discovery (Exit Planning)
Exit Planning (ValueMax)
- Exit Planning Software Training Course
- Exit Planning Dashboard - Deep Dive
- Business Focus: Business Questionnaires - Exit Planning (ValueMax)
- Performing a Questionnaire - Exit Planning (ValueMax)
- Value Range - Exit Planning (ValueMax)
- Personal Questionnaires - Exit Planning (ValueMax)
- Reports - Exit Planning (ValueMax)
- How to change your Exit Planning Questionnaires to custom or "detailed" versions - Exit Planning (ValueMax)
- Why Haven't My ValueMax Reports Been Emailed to me? - Exit Planning (ValueMax)
- Responding to Questionnaires: How to Export/Import Questionnaire responses
Strategic Planning (MasterPlan)
- Strategic Planning Training Course (Masterplan)
- Navigation & General tips - Strategic Plan (Masterplan)
- Overview Tab - Strategic Plan (Masterplan)
- Products Tab - Strategic Plan (Masterplan)
- Team Tab - Strategic Plan (Masterplan)
- Markets Tab - Strategic Plan (Masterplan)
- Competitor Tab - Strategic Plan (Masterplan)
- SWOT Tab - Strategic Plan (Masterplan)
- Goals Tab - Strategic Plan (Masterplan)
- Strategies Tab - Strategic Plan (Masterplan)
- Milestones Tab - Strategic Plan (Masterplan)
- Financial Tab - Strategic Plan (Masterplan)
- Report Tab - Strategic Plan (Masterplan)
- How do I make sure tasks I assign are related to specific goals and projects in the Maus Strategic Plan?
Attract (Marketing/Lead Gen)
Questionnaires (Advisors)
- How to Create and/or Access a Custom Questionnaire
- How to Edit a Questionnaire
- How to add Custom Questionnaires to a Client
- What are the Steps to Start a Questionnaire in a Client Account?
- How to Send an e-mail link for a Questionnaire to a Client
- How to run a Comparison Report
- Editing Questionnaires: How to Export/Import Questionnaires
Project Management (Milestones & Projects)
Performance Analysis (KPIs)
Setup (Advisors)
- How to Create a New Client
- How to Add your Advisory Team to the Maus Hub as Users/Employees
- Consultant: How to amend a client's email login details
- How to Edit Client's User Details and Passwords as a Consultant.
- How to Import Financial Data into the MAUS Hub from Excel as a Consultant
- How to Remove a Client from your Client List.
- How to set up a business with multiple owners
- How do I change the default currency displayed for my client?
- How to edit the Maus Cover Page, or how to create my own cover page?
Client Needs Analysis (Advisors)
Policies Manager
- Policy Manager Video Resources
- How to Create a New Manual
- How to Add a New Node (.pdf or .docx) Within Policy Manager
- How to Add/Edit Your Policy Tree
- How To Send An Email Notification of Policy Updates to Staff For Acknowledgement?
- How to Import/Export a Single Document
- How to Export (Compile) A Policy Manual
- How to Edit Access Rights Within Policy Manager
- How Do I Turn Version Control On/Off?
- How to Use the Find & Replace Function
- How to Update the Table of Contents in the Compiled handbook (from within Microsoft Word)
- How to Modify User Permissions within the Policy Manager
- How to Import and Export Documents Within Policy Manager.
- How to View Your Policy Log
Document Manager
Performance Review
General Settings
- How to import Quickbooks/Xero data into a Maus account
- How to Create New Users/Employees
- How to Make a User/Employee Not Active
- How to Import Users
- How resolve "Invalid Security Question" error during password reset.
- Can a User be Deleted?
- How to edit a single User's Module access
- How to Add or Amend a Logo in Your Account
- How to Whitelist the Maus Emails (via Microsoft Outlook)
- How to Input Financial Data into the MAUS Hub from Excel (SME)
- How to Add MAUS Hub to your Desktop as an Icon
- How to 'Manage your account'
- How can we provide Feedback/Improvements?
- How can I trial the Maus Platform?