Frequently Asked Questions

Do I need technical skills to set this up?

Not at all! We designed ClientSynq for business owners, not tech experts. If you can use QuickBooks, you can use ClientSynq. Setup takes under 5 minutes and we guide you through every step.

How does the QuickBooks sync work?

We securely connect to your existing QuickBooks Online account using OAuth (the same secure method banks use). Once connected, we automatically keep your client information and invoices in sync. You don't need to manually export or import anything.

How long does it take to get started?

Most customers are up and running in under 5 minutes. Just connect your QuickBooks Online account, invite your clients, and you're done. Your clients will receive email invitations to access their secure portal. All plans include a 7-day free trial.

What's included in the free trial?

All plans (Basic and Pro) include a 7-day free trial with full access to all features of your chosen plan. You'll need to provide payment information to start your trial, but you won't be charged until the trial period ends. Cancel anytime during the trial to avoid charges - no questions asked.

Is my client data secure?

Absolutely. We use bank-level encryption (256-bit SSL/TLS) to protect all data in transit and at rest. Your clients can only see their own information - no one else's data is ever visible. We're compliant with industry security standards and regularly audited.

What data do you access from QuickBooks?

We only access the data needed to provide the service: customer information and invoices. We never access your bank accounts, payment methods, or other sensitive financial data. You maintain full control and can disconnect at any time.

What happens to my data if I cancel?

Your data stays safe. We keep your data for 90 days after cancellation in case you want to reactivate. After 90 days, all data is permanently deleted from our systems. You can also request immediate deletion by contacting support.

Can I cancel anytime?

Yes! Cancel anytime with no fees or penalties. If you cancel during your trial, you won't be charged. Your data stays safe and you can always reactivate later at the same plan level.

What's the difference between Basic and Pro?

Basic ($14.99/month) is perfect for solo users or small teams (single user) with up to 100 clients. You get secure client portals, QuickBooks sync, and basic QuickBooks Payments integration.

Pro ($29.99/month) adds credit card and ACH payments directly through the portal, fee forwarding to recoup processing costs, unlimited clients, team management with multiple users, custom branding (logo and colors), bulk operations, and priority support. Most growing businesses choose Pro.

When should I consider Enterprise?

Enterprise is ideal for larger organizations with complex needs, multiple departments, or specific compliance requirements. Enterprise includes secure file exchange (encrypted uploads/downloads with granular permissions), advanced branding (secondary/accent colors, URL style matching), custom dashboards and reports, bulk QuickBooks import tools (CSV/Excel), SSO/SAML, audit logs, API access, dedicated account manager, and SLA-backed support. Contact us to discuss your specific needs and get custom pricing.

Do you offer discounts for annual plans?

Currently we offer monthly billing only, but we're working on annual plans with discounts. Contact us at hello@clientsynq.com if you're interested in annual billing.

What payment options are available?

Important: ClientSynq does not process payments directly. All payments are processed through QuickBooks Payments, which you must have enabled in your QuickBooks Online account.

Basic users get QuickBooks Online Payments integration - clients can pay through QuickBooks standard payment flows.

Pro users get enhanced payment processing directly through their branded client portal: credit card payments and ACH bank transfers (which cost ~1% vs 3%+ for credit cards). All payments are securely processed by QuickBooks Payments. ClientSynq provides the portal interface and convenience fee forwarding features - QuickBooks handles the actual payment processing and settlement.

What's fee forwarding and how much can I save?

Fee forwarding (Pro only) automatically adds a customizable convenience fee to client payments, allowing you to recoup credit card processing fees instead of paying them yourself. On typical $10k monthly revenue, you could save $200+ per month - often more than the Pro plan costs! This feature alone can make Pro pay for itself.

What is secure file exchange? (Enterprise)

Secure file exchange lets you share files with clients through the portal with enterprise-grade security. You control who sees what - share with all clients, specific clients, or clients linked to specific QuickBooks customers. Features include encrypted storage (up to 100MB per file), access logs, audit trails, and two-way file sharing (clients can upload files to you too). All file transfers are tracked and logged for compliance.

Can I customize the client portal with my branding?

Pro users can add their logo and customize the primary brand color for a professional, branded experience.

Enterprise users get advanced branding with secondary and accent colors, custom fonts, and URL style matching (automatically extract colors from your website). All ClientSynq branding can be removed for a fully white-labeled experience.

Can I add team members to help manage the portal?

Basic plans are single-user only - perfect for solo entrepreneurs or small businesses with one primary administrator.

Pro and Enterprise plans include team management. Invite unlimited team members, set their permissions (view only, manage clients, manage billing), and control who can see what. This is essential for growing businesses with multiple staff members.

What are bulk operations and QuickBooks import tools?

Pro users get bulk operations to manage multiple clients at once - bulk invitations, bulk updates, and batch actions save significant time.

Enterprise users get custom QuickBooks import tools that allow you to bulk import data to QuickBooks via CSV or Excel files, with custom mapping tailored to your specific workflows and data structure.

What kind of support do you offer?

All plans include email support with responses typically within 24 hours. Pro plans get priority support with faster response times. Enterprise plans include dedicated phone support, SLA guarantees, and a dedicated account manager.

How do I contact support?

Email us anytime at hello@clientsynq.com. We typically respond within 24 hours (faster for Pro/Enterprise users). Enterprise customers also have direct phone and Slack access to their account manager.