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How-To Guides

• eIDV Expansion
• Linking Your Syngrafii Account to Unity®
• Electronic Identity Validation (E-IDV) within Unity® Practice Management
• Learn The Basics! - British Columbia
• Manage Trust Accounts - British Columbia
• Purchase Statement of Account - British Columbia

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Training Guides & Videos

• Unity Practice Management Training Resources
• Unity® Overview
• Purchase Matter Overview
• Account Administration

Frequently Asked Questions

• Contact Information - Unity® Practice Management

Release Notes

• Unity® Practice Management - June 5, 2026 (3.17 Release)
• Unity® Practice Management - March 8, 2024 (3.6 Release)
• Clients to receive individual letters (MULTI-CLIENT DOCUMENTS)