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Last Updated: 13/01/2026
in StrataMax Common Processes
The instructions in this article relate to Resubivision/ Reallocate . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Resubdivision/Reallocation screen is used to simplify the...
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The instructions in this article relate to Merge Letters . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Letters can be created in StrataMax that can have merge fields that refer to d...
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Last Updated: 08/01/2026
in StrataMax Task Management
This article covers an overview of the Task Management interface and the various options, functions, and buttons available. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Task Manage...
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Report distribution is the area that provides report sets tailored for specific purposes. This screen will offer functionality to run single reports for the various roll reports, or add to a combined report set that can be saved to run regularly. ...
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The instructions in this article relate to Account Manager Edit . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Account Manager Edit is where account managers in StrataMax are ...
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Last Updated: 07/01/2026
in StrataMax Services
Please allow at least 3 business days notice for training sessions so we can schedule the appropriate team member and plan the session. The following charges apply for training as per the terms and conditions of the StrataMax agreeme...
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Last Updated: 13/01/2026
in New Release Notes
This page contains the most recent release notes for the StrataMax Portal. A summary of the updates is provided below, however the release notes contain further details about updates and changes to the software. These updates may also contain mino...
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The instructions in this article relate to Non-Mutual Income search. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Non-Mutual Income s earch reports transactions for a ...
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The instructions in this article relate to Search Income Tax . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Search Income Tax will assist with querying Income Tax for a single ...
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The instructions in this article relate to Income Tax Report . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Income Tax Report will assist with reporting Income Tax for a single...