FAQ

The system

Is this bookkeeping software?: No. You keep working in the office's software. The system organizes the work around it: requests, missing documents, processes, deadlines, and anomaly checks.
Who is it for?: CPA offices and tax advisors, from a solo practitioner with a few dozen clients to an office with a team.
Do I need to install anything?: No. You work in the browser, on your phone too.

How do I bring in my clients?: Import from Excel or from a Hashavshevet "Unified Format" file, or connect a software that's available in the connections list.
How long does setup take?: Most of the work is importing the clients. There is a guided setup flow inside the system.

Who owns the data?: The office. You can download a full copy at any time, and even after a subscription is canceled, the data is kept for a defined period before deletion.
Is data sent to the AI?: Only if the office owner explicitly turned it on in the settings, after seeing what is sent and where. It can be withdrawn at any time. ID numbers, phone numbers, and emails are masked, and files are not sent.
Where is the data stored?: On servers in Europe (Frankfurt), encrypted, with daily backup.

Is there a trial?: 14 days on your office, no credit card. You can also start with a personal demo with fictional data.
What happens at the end of the trial?: You choose a plan and enter a payment method, and keep going with the same data.
Can I start now?: Sign-up for new offices hasn't opened yet. Meanwhile you can try a personal demo with made-up data, or book an intro call.
Can I talk to someone first?: Yes. Book an intro call from the website, and we'll get back to you to schedule.
How do I get help?: From inside the system: the help center, and contacting support.

Prefer to talk first? Book an intro call