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Palo Alto Software
Just the basics
LivePlan for advisors, consultants, and educators
LivePlan for the SBDC

LivePlan for the SBDC

These articles are for SBDC account administrators and SBDC Advisors.

Quickstart Guides

Setting up your clients in LivePlan
Customizing the master LivePlan account for your SBDC
Verifying whether an SBDC user invitation was received
Opening your own LivePlan account from a SBDC account

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