Personal
Documents, tax, and reports
In short. On Weltee Personal the sidebar item is Documents (the vault). Files sit beside the holding they describe. Tax readiness is the year-round picture; Download prep package. Reports are advisor-ready summaries. Dr. Weltee can read statements you keep in Documents.
Documents
The sidebar says Documents. This is the vault. Files sit beside the holding they describe. Dr. Weltee can read them and lift figures out of a statement.
Tax readiness
Tax readiness is the year, not a filing. Download prep package when you want a pack for the accountant. Weltee does not file tax.
Reports
Reports are summaries you can hand over: a net-worth statement, the year. Export where the page offers it.
Plan
Plan is the wealth plan beside the book, not Startup's 13-week cash plan. That lives on Startup.