Question 1

Can I try FinDash before paying?

Accepted Answer

Yes. Firms get a 14-day free trial and no card is charged during it.

Question 2

How do team seats work?

Accepted Answer

The firm plan starts with 2 team seats. Select the exact number of team members you need, adding seats one at a time. Client accounts are unlimited and are never charged for.

Question 3

Am I locked into a contract?

Accepted Answer

No. Monthly plans can be cancelled at any time and you keep access through the end of the period you have already paid for.

Question 4

Do you help with migration from my current tools?

Accepted Answer

Yes. Once your free trial converts, our team can help migrate your firm's data for you: documents and client records from common planning and CRM platforms. Enterprise plans include a dedicated migration plan. We are also always available to help and answer any questions.