If you are registering for an onboarding session:

This will be a walkthrough session where you follow along to set up your LivePreso trial and make your first client document ("preso").

To make sure everything goes smoothly, please remember to do the following before the session:

1. Sign up for a 2-week free trial of LivePreso.
2. Have the following ready:

• Your practice's logo (in an image file, eg: .png, .jpg. gif)
• (Optional) A high-quality image for the front/back cover of the preso
• At least one client to make a preso for. It can be a real or demo client, but they should have relevant data for an ROA in either IPS or WealthSolver.

Or if you're ready to get going now: