We're happy to have you onboard and excited to help you get started.
With this guide, we'll introduce you to the nitty-gritty of the Codat Portal and assist you in setting it up for successful operation.
Using the Codat Portal couldn't be easier. The initial configuration of the platform consists of 3 easy steps:
Codat understands that brand consistency is crucial for your business.
Codat lets you access your clients' crucial information at one go.
Codat takes data presentation to another level.
Updated 8 months ago
We'll start with tailoring the Codat Portal to make it exactly right for your business: