Help & getting started

Everything you need to run your first prospect audit and send a proposal.

Getting started

Five steps to set up your firm and run your first prospect audit.

MFA is required on every Sajentic account — here's how to enroll and what to do if you lose access.

Add colleagues to your firm so they can run audits and view reports.

Find your public portal link and understand what prospects experience when they use it.

Add your firm's name, logo, and colors so the portal and PDF reports look like you.

Configure the rates and fees that drive every quote Sajentic generates for you.

What happens from the moment a prospect connects QuickBooks to when you see the report.

Understand what's in a completed report and how to adjust the quote before sending a proposal.

Adjust the quote, send the branded PDF proposal, and track the deal status.

Understand how report limits work, when the counter resets, and how to manage your subscription.

Common reasons an audit fails and what you or your prospect can do to resolve it.

The technical and operational controls Sajentic uses to keep confidential financial data safe.

Email our team and we’ll get back to you.