Help - Cartenda

Getting started

What Cartenda does, and the ten minutes between signing up and a first request.

What Cartenda does

The shape of the product in two minutes: forms, requests, submissions and review.

Your first request in ten minutes

Build a form from a template, send it to yourself, and see what a client sees.

Inviting your team

Adding colleagues, and what owners, admins and members can each do.

Branding your forms

Your logo, colors and contact details on everything a client sees.

Getting help

Finding an answer, reporting a problem, and writing to us.

Forms

Questions, document requests, signatures and custodian paperwork.

Building a form

Adding questions, arranging them, previewing and publishing.

Requesting documents

Asking for statements, IDs and returns, and how each one is tracked.

Templates and AI drafting

Starting from a ready-made form, or describing one and letting AI draft it.

Collecting signatures

Adding a signature to a form, and what is recorded when a client signs.

PDF templates

Filling a custodian's account paperwork from a client's profile.

Form history and restoring

Every saved version of a form, and bringing an old one back.

Sending

Getting a form to a client, or to many, and keeping it moving.

Sending a form to a client

A named request by email or text, and what the client receives.

Several people on one request

Roles on a form, who answers each section, and one reply from a couple, a client and their CPA, or two buyers.

Open links

One link anybody can answer, and when to use it instead of a named request.

Sending to many clients, and scheduling

Sending one form to a list of clients at once, now or at a time you pick.

Reminders and expiry

How Cartenda nudges a client who has not finished, and when a link stops working.

Text messages

Sending a request by text, what the message says, and how clients opt out.

Reviewing

What came back, what is missing, and what to do about it.

The Requests list

Every request in one place, what each status means, and what needs you.

Reviewing a submission

Reading answers, checking documents, and accepting each one or asking for it again.

Choosing which emails you get

The morning summary, how much you hear when clients send documents or write to you, and the getting-started tips.

When a client replies

Replies by email or text, the documents that come with them, and mail from someone who is not the client.

AI summaries and document reading

What the AI reads, what it produces, and what it never does.

Sending back for changes

Asking a client for what is missing, or to replace a document.

Exports and reports

Getting answers and documents out, and the reports on how requests are going.

Clients

The people you send to, and the client groups they belong to.

The client portal

The page where a client sees everything between you and them, and how they sign in.

Clients and client groups

The client directory, what a client record holds, and grouping people into a client group.

Client vaults

Documents you keep for a client group until you remove them, and who in it can open them.

Client fields

What your firm keeps about each client: fields made from your forms, kept from replies, or added by hand.

Firm documents

Sending your own documents to clients, and knowing they arrived.

Sharing your documents with clients

Sending your own documents, keeping versions, and seeing who received them.

Integrations

Your CRM, your drive, automations and the API.

Connecting your CRM

Connecting Wealthbox, and what moves between it and Cartenda.

Copying documents to your drive

Putting a copy of a client's documents in Google Drive, Dropbox or OneDrive.

The API and webhooks

Tokens, what the API can reach, and being told when something arrives.

Automations

Having Cartenda act on its own when something happens.

Security and compliance

Two-factor authentication, the audit log, retention and where data lives.

Closing your workspace

Taking an archive first, and what closing deletes and keeps.

Two-factor authentication

Authenticator apps, passkeys and recovery codes, and requiring them of your whole firm.

Signing in with Google or Microsoft

Using a Google or Microsoft account instead of a password, and when a provider can start an account.

The audit log

What is recorded, who can see it, and exporting it for an examiner.

Retention

How long submissions are kept, and what happens when the time is up.

Where your data lives

Storage, encryption, and how documents are processed by AI.

Billing

Packages, usage and the spend cap.

Plans

Plans by the clients you serve, what counts as an active client, and changing plan.

Refer a firm

Send another firm your link, and both firms get credit when they subscribe.

Usage and allowances

Your clients, AI checks, texts and storage this month, and what happens past each.

Best practices

How firms get the most out of Cartenda, and what to avoid.

Writing requests clients finish

Shorter forms, plainer questions, and asking only for what you will use.

Keeping sensitive data out of email

Why account numbers and SSNs belong in a form, and how to move clients there.

Retention and your books and records

Choosing a retention setting that fits your firm's record-keeping policy.

Running an annual review

Sending your review packet all at once or month by month, and following it through.

For your clients

For anyone who has been sent a form by their advisor.

Answering a form on your phone

Everything works on a phone, and you can stop and come back.

Uploading documents

Taking a photo, choosing a file, and what to do if one will not upload.

Is this link safe?

How to tell a real request from your advisor, and how your documents are protected.

Your record with a firm

Signing in with a code to see what a firm sent you, what you sent them, and what is still waiting.

After you send

What your advisor sees, and what happens if they need something else.