Frequently Asked Questions about LedgerTasks 

This page answers frequently asked questions. Training videos are listed at the bottom of this page.

Q: How do I pay for the number of users in my account?
A: When you add users in your account they are automatically added to your billing.

Q: How do I add more users to my account?
A: When logged into your account, go to the gear icon at top right. Click it and choose User Preferences. In there you can add, edit and delete users.

Q: Why do I need to enter a credit card for a 30 day free trial?
A: We aim to offer the best user experience and best value. We know that requiring a credit card will give extra security to the site and weed out the tire kickers - both of which reduce the overall cost of doing business. These cost reductions are passed on to you in the form of very competitive prices. We don't charge your credit card until after the 30 day period. You can cancel at any time. 

Q: How safe is my credit card information with you?
A: In fact, we do not see your credit card information. It goes directly to our credit card processors (Stripe or PayPal). They have the massive infrastructure to make sure your card info is safe. 

Q: What if I want to cancel?
A: We hope you will never want that! Please contact us with any questions so we can help you. But if you still want to cancel, simply go to the gear in your account (top right) and log-in to the Self-Serve Portal to stop payments. When you cancel, we only charge you to the month of cancellation. 

Q: How do we contact you?
A: In your account you can access immediate chat (Monday to Friday, 9am-5pm Eastern Time) by going to the Blue circle in the lower left hand side. Send us a message there and we will answer you as quickly as possible. Or if you don't have an account yet simply go to our Contact page on our website.

Q: How safe is my data?
A: Just like most other web services that you already use, we use Amazon Web Services and Digital Ocean data centers to securely hold and process your data. These data centers are state of the art, highly secure and fully backed up in both North America and Europe. You can also download a report at any time from your account that lists all the details of your data.
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More in depth videos for training and explanation of specific modules are listed below.