CARM Consulting

Struggling to use the CARM Client Portal? We can help with that. If you have CARM questions, our team of experts has the answers, or we know how to get them. All you need to do is get in touch!


Through our CARM Consulting service, our team of CARM experts is ready to help you with whatever concerns or challenges you are facing in the CARM Client Portal. 

Whether it’s a quick query about a minor issue or a significant challenge, below, we have the right level of support for your needs ready and waiting. 

To get started, fill out the form on the right, and we will be in contact with you shortly!

Standard Support: Questions or complications of simple to middling complexity that may take an hour session or less to resolve. 

  • Finding specific information in the portal 
  • Understanding the basic functionality of the portal.
  • Assistance with logging in or updating a piece of information. 
  • Walking you through specific functionality within the portal. 
  • Assistance with registration in the portal
  • Board brush questions with answers that consist of multiple parts. 

Advanced Support: Issues or challenges that will require a magnitude more effort and potentially multiple hour-long sessions to resolve. 

  • Assisting with specific accounting queries or import reconciliations
  • Assistance in solving transaction discrepancies
  • Troubleshooting complex problems with multi-step solutions
  • One-on-one training sessions
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