Frequently Asked Questions:

I forgot my password to the Dashboard. What should I do?

Use the password reset feature on the login page. If you get stuck, email or call us. Sometimes if you try too many times you may get locked out of the platform.

Do I need to download anything to use the client dashboard?

No, everything can be accessed through your browser on desktop, tablet, or phone.

Can I send documents via email instead?

For your security, we recommend the secure upload link or your Dashboard Vault. Email is not encrypted.

Something has come up and I would like to schedule some time to talk - how can I do that?

You can schedule a 15m or 30m slot by clicking here.

Is my financial information secure?

Yes. We use encrypted platforms and industry-standard security. We never share your financial information without your permission.

You can learn more about dashboard security here: Security Overview