LEAP Onboarding
This Course is specifically for firms that have never received Training on LEAP. Learn the basics to get you up and running.
Matters and Cards
Setting up your matters properly from the beginning and entering as much detail as possible is crucial to getting the most out of all of LEAP’s functionality moving forward. This course will help you get the best start with LEAP!
Documents and Correspondence
This course will cover how to generate different types of documents and correspondence in LEAP and the various methods of sharing these with your clients and other parties.
Accounting Basics
Learn about the basic accounting functions in LEAP. This course will cover entering both office and trust account transactions as well as invoicing, receipting, time and fees, bank deposits and payments.
Settings, Functions & Help
This course covers how to navigate your way through all the important settings, functions and help resources available to you in LEAP.
Bookkeeper Training
Office Accounting
This course provides a more in-depth look at the office accounting functionalities available to you in LEAP.
Trust Accounting
In this course, you will learn how to remain compliant with trust regulations using LEAP’s intuitive and easy to use trust accounting functionality.
Reporting and File Closing
This course will take you through the comprehensive collection of reports available to you in LEAP and how to use them to optimise your understanding of your firm’s performance.