Troubleshooting
Check common sign-in, access, upload, payment, and reporting problems before contacting support.
Articles
6 articles in troubleshooting
Troubleshoot sign-in problems
Check your email, password, verification, and two-factor authentication.
Updated 2026-10-11
Why a page says it is locked until activation
See whether the service is awaiting activation, intake, or payment verification.
Updated 2026-10-11
Why a team member cannot see a page
Check their role, their permission preset, and the services they can access.
Updated 2026-10-11
Fix an upload that failed
Check the file type, required fields, and account selection before trying again.
Updated 2026-10-11
Payment went through but the service is still locked
What to check when your card was charged and nothing unlocked.
Updated 2026-10-11
Missing reports or month-end close data
Why a report, a close, or a balance is not showing yet.
Updated 2026-10-11
Still stuck?
Tell us what you were trying to do and where it went wrong. If you are already a client, you can also open a support case from Help and support in your workspace.