FAQ from ASSIST Document Management Software
What is ASSIST Document Management Software?
ASSIST is a document management software that helps businesses organize their financial records efficiently. It automatically captures and exports data from invoices, receipts, and other business documents for easy extraction and reporting.
How to use ASSIST Document Management Software?
To use ASSIST, simply snap a photo of your receipts or invoices, send them via email to the virtual accountant, and enjoy the automatically extracted data for streamlined document management.
How do I sign up for a free trial of ASSIST?
To sign up for a free trial, follow the guide on the website and enjoy a trial for 50 pages forever. Watch the provided video for more information.
Why are my documents not being sent to ASSIST?
If your documents are not being sent to ASSIST, check the file limitations, including size and format requirements. Contact the ASSIST support team for further assistance.
How can I add additional users to my company on ASSIST?
To add additional users to your company, go to settings, click on users, add/edit user details, save updates, and the additional users will receive a welcome email from ASSIST.
How do I cancel my subscription to ASSIST?
You can cancel your subscription either by downgrading to the free plan in settings or canceling the subscription in the billing section.