Updates ready TOTAL and WinTOTAL – UAD, USPAP, and more

We hope everyone had a merry Christmas. Hopefully you were able to take some time off.

When you get back in the swing of things, you’ll notice that there are new updates ready for you in both TOTAL and WinTOTAL. (Obviously, we would have rather waited until after the holidays, but the regulations are going into effect in January.) And we’ve been sending quite a few messages to help prep you for the changes too.

These cover the full update notes and all of the help resources:

• Click here to read the e-mail we sent to our TOTAL customers.
• Click here for the WinTOTAL message.

And if you have any questions, we recommend that you click here to read the FAQ on the updated UAD guidelines before calling us. Anytime there are changes like this we get some “how-to” type calls and questions about what’s new. In this doc, we’ve covered what we expect to hear and we’re keeping it updated constantly with top questions.

We're also hosting daily webinars to cover all of the new rules. Click here to reserve your spot. They're only 30 minutes long and will answer all of your questions about the UAD and USPAP changes, along with the new UCDP hard stops. After all, our software makes compliance easy, but we know that you may still have questions.

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See also:

• Click here for all of our blog posts related to the UAD changes.