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Frequently Asked Questions
How do I reset my password?
Click 'Sign In' then 'Forgot Password' to receive a password reset link via email.
Can I import my existing client data?
Yes! We support CSV imports for clients, applications, and documents. Contact support for assistance with bulk imports.
How do I add team members to my account?
Go to Settings > Team in your dashboard to invite team members. The number of seats depends on your subscription plan.
Is my data backed up?
Yes, we perform automated daily backups of all data. Backups are stored securely for 30 days.
How do I cancel my subscription?
You can cancel anytime from Settings > Billing. Your data will be preserved for 30 days after cancellation.
All services are running normally. Contact support if you experience any issues.