General FAQ
Popular questions about how things work around here
- [Read Only] How does AdvicePay keep client information secure?
- [Read Only] Help! Why can't I make any edits or manage clients' billing?
- [Read Only] A client forgot their password! How do they reset it?
- [Read Only] How does AdvicePay avoid custody?
- [Read Only] How to add emails from AdvicePay to your safe sender/allow list!
- [Read Only] What is the session timeout on AdvicePay?