Frequently Asked Questions

Click "Forgot password?" on the login page and enter your email address. You will receive a link to set a new password. You can also change your password from Settings in your dashboard.

Subdomains cannot be changed after signup. If you need a different subdomain, please contact support at support@taxlytic.ai and we will help you.

Currently, each Taxlytic account supports a single user. If you have multiple preparers at your firm, each will need their own account and subscription.

Your 7-day free trial starts when you select a plan and enter your payment information. You will not be charged until the trial ends. You can cancel anytime during the trial to avoid charges.

Go to Billing in your dashboard, click "Manage Subscription," and follow the cancellation process in the Stripe Customer Portal. After cancellation, you will have 30 days of read-only access to export your data.

After cancellation, you have a 30-day grace period with read-only access. During this time, you can export all client data. After the grace period, your account is deactivated. Contact support if you need more time.

Yes. Go to Billing, click "Manage Subscription," and you can switch billing intervals in the Stripe Customer Portal. Annual billing offers a discount compared to monthly payments.

Yes. Clients can close their browser and come back anytime. They visit the same intake URL and enter their email address to pick up right where they left off.

The AI will extract whatever data it finds from the document. If the wrong document was uploaded, the client can continue the chat and upload the correct document. You can review all uploads on the client detail page.

Yes. From the client detail page, you can reopen a submitted session to allow the client to provide additional information or make corrections.

The AI uses advanced vision technology to read tax documents with high accuracy. However, results depend on photo quality. We recommend always verifying extracted data against the original document before using it for tax preparation.

The AI is pre-trained with a comprehensive tax intake question flow. You can customize the welcome message that clients see before the chat starts, but the question flow itself is managed by the system to ensure complete data collection.

Yes. All conversations are encrypted in transit (TLS) and at rest (AES-256). Each client can only access their own session data. The AI does not store or share data across different preparers' accounts.

Clients see the dedicated phone number provisioned for your account. This is a real phone number with your chosen area code that is exclusively yours.

Yes. If a caller asks to speak with you directly, the AI can transfer the call to the phone number in your profile settings. The caller is connected to your personal or office phone.

When your minute balance reaches zero, incoming calls will still be answered but you will need to purchase additional minutes to continue using the service. You can purchase minute packs from the AI Receptionist settings page.

Make sure you are sharing the correct URL (yoursubdomain.taxlytic.ai). If the link was sent via email, ask the client to check their spam folder. The link works in any modern browser on both mobile and desktop.

This can happen if the client's browser is outdated or blocking JavaScript. Ask them to try a different browser (Chrome, Safari, Firefox, or Edge) or clear their browser cache. If the issue persists, contact support.

Check your spam or junk folder. Password reset emails are sent from Taxlytic and may be filtered by some email providers. If you still do not receive it after a few minutes, try requesting another reset or contact support.