Getting Started
Set up your account and learn how to navigate DAXRM.
Client Management
Add new clients or accounts, update client details, select services...
Client Reporting
Create and schedule fully customizable reports that will impress your...
Integrations
Find out how to connect and manage all third-party integrations.
Project Management
Learn how to create projects, assign tasks, build project templates...
Services
Add new services to an account, edit existing services, or...
Teams
Create new teams, manage and edit existing teams, and assign...
User Roles & Permissions
Create and assign user roles, and set permissions for roles...
Video Tutorial
Step-by-step video tutorial to master DAXRM quickly and effectively.