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Frequently Asked Questions

We offer comprehensive support to help you maximize your experience with our platform. You can find answers to many common questions in our help center, which includes articles, tutorials, and FAQs. If you need further assistance, our support team is ready to provide guidance.
To manage user profile, go to the 'Setup' and then 'My Details' section. Here, you can edit user profile, and manage role and permissions for user. Remember to save any changes you make.
Choosing the right plan depends on your business's size and needs. Our 'Essential' plan is ideal for small businesses seeking self-service financial management. For larger businesses requiring advanced features and dedicated support, our 'Boss Mode' plan offers comprehensive control and insights. We recommend reviewing our pricing page for detailed comparisons and considering your transaction volume, reporting needs, and support requirements.

You can access our help center directly by visiting: Help Center

  • Payroll and Tax Services
  • Inventory Management Options
  • Advanced Reporting Packages
  • Financial Forecasting and Planning Services

Yes, your financial data is highly secure. We employ industry-leading security measures, including:

  • Encryption: All data transmitted between your browser and our servers is encrypted using SSL/TLS protocols. Your data at rest is also encrypted.
  • Data Backups: We perform regular automated backups to ensure data recovery in case of any unforeseen events.
  • Secure Servers: Our servers are hosted in secure data centers with restricted access and 24/7 monitoring.
  • Access Controls: We implement strict access controls and user authentication to prevent unauthorized access.
  • Regular Security Audits: We conduct regular security audits and penetration testing to identify and address potential vulnerabilities.
  • Compliance: We adhere to relevant data privacy regulations and industry best practices.

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