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Account and billing
Firm settings, retention, credit and closing an account.
How do I change my firm's settings?
A Partner or Admin presses Settings, then Firm. There you set how long client documents are kept (7, 30 or 90 days), and whether client settings from Accountants need a Partner's approval first.
How do I delete a client?
Open the client and press "Delete client", then confirm. Their open jobs are cancelled and every job is archived. You can add the same name again later as a new client.
How do I close my firm's account?
Email hello@vedas.cloud from a Partner's address. We confirm with you before anything is removed.
What happens to your data when you leave is set out in our Terms and Data Processing Agreement.
How do I pay?
Unlocking a job uses your firm's credits. A Partner or Admin buys them by card on Settings, Credit, Buy credits. See Pricing for how it works.
Which terms apply to my firm?
Our Terms and the Data Processing Agreement. A Partner accepts both for the firm before its first job, and again when a new version comes out. A Partner or Admin can download the acceptance record from Settings, Firm.
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