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Contact support
Email support@taxably.ai or send the form on the Help and support page. A summary from Taxably Connect helps us answer faster.
- Applies to
- Taxably Connect 3.3.9 and later
- Last reviewed
Where to write
- Email support@taxably.ai.
- Or send the form on Help and support. It reaches the right person for billing, privacy and security questions too.
- Privacy and Data Processing Addendum questions can go straight to legal@taxably.ai.
Write from the email address you sign in to your Taxably account with, so support can find your firm.
Send a summary from Taxably Connect
- In Taxably Connect, open Settings, then About.
- Press Export a summary for support.
- Attach the file to your email.
The summary says how this computer is doing and names no client, file or folder, so you can send it as it is.
What else helps
- Your Taxably Connect version. It is at the top of About.
- What you pressed, what you expected, and roughly when.
- The words Taxably showed, copied as they appear.
What to leave out
Taxpayer documents, tax IDs, passwords and card details. To point at a document, name its form and box rather than the client.
Related articles
- When a sheet does not buildTaxably does not fail quietly. Here is where it tells you something went wrong, and what to do in the common cases.
- A document could not be readA document Taxably could not read is never left out quietly. The sheet names it and says what to do; here are the common cases.
- Pricing, and how builds are chargedYou pay for the clients you build, once per client per tax year, and Build prep shows what a build adds to your bill before anything is read.
- What leaves your computer, and what staysYour documents, records and prep sheets stay on your computer. Each document's pages go from there to the reading provider to be read, and our servers are not on that path.
Still stuck?
Email support@taxably.ai, or send your question from Help and support.