Client Resources

Geezeo PFM

Understanding End-User Support

Common PFM FAQs

A great cheat-sheet for any front-line staff to keep handy.

Full Transparency

Want to see what your members/customers are sending us via ‘HELP’? This is an introduction to Zendesk and the ongoing support process.


We are here to help you every step of the way and assure you and your staff are well prepared to leverage PFM. Reach out to Client Relations with any questions you may have.