Get started

Accounts are created by invitation, so the first step is a conversation. If your history lives in the legacy Plandata Access app, it comes with you.

Step 1
Ask for access
Send a message through the contact form. We set up an organization for your firm and invite your first admin.
Step 2
Import your history
The one-shot import reads the current and archive Access databases, merges them and loads 12 tables. Its reconciliation report counts every source row as loaded or quarantined, so nothing disappears silently.
Step 3
Set up reference data
Check the disciplines, plan checkers, delivery methods, delivered-to options and payment types your plan checks point at.
Step 4
Invite staff and clients
Add staff as org members with a role, then invite portal users for the clients who want to follow their plan checks.

What you need