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Frequently asked
Start the free trial. 30 days free, no credit card. Most people skip the demo entirely.
We read your form. If we have questions, we'll email back. Otherwise, you'll get a calendar link to pick a time that works.
We do a complete walkthrough of our product and show you how things work. We also help our clients get setup during the meeting.
QuickBooks Online connects in one click. If you're on QBD or somewhere else, you can bulk upload PDFs (50 at a time).