Frequently Asked Questions
No! You will be automatically billed on a monthly or yearly basis, depending on which billing cycle you choose. You can upgrade, downgrade or discontinue your subscription at any time.
Yes! We offer a full risk-free 30-day Free Trial of the Pinnacle license level, no payment info needed to get started! You can sign-up for your 30-day Free Trial here: https://suitedash.com/free-trial/
You can start your risk-free 30-day Free Trial by registering here: https://suitedash.com/free-trial/
Plan features vary. CRM, portal access, file sharing, projects and invoicing are part of the core SuiteDash plans, while some toolkits and limits differ by plan. Optional Power-Ups and usage services can add charges. Compare the current plan cards and Power-Ups Help for the workflow you need.
Nope! The pricing is a flat monthly fee, and you can have UNLIMITED Projects, Clients and Teammates with every one of our subscription plans!
Yes! You can view our extensive help documentation here: https://help.suitedash.com/
SuiteDash is hosted and can be used in a supported web browser, so you do not install the server application. A branded mobile experience is an optional installable progressive web app (PWA) after you configure the required Custom URL, login and app icon. See the mobile setup guide.
With the Start license level, you have 100 GB of total file storage space. With the Thrive license level, you have 500 GB of total file storage space. With the Pinnacle license level, you have 2,000 GB ( 2TB ) of total file storage space.
You can have UNLIMITED Clients!
You can have UNLIMITED Teammates (Staff)!
SuiteDash is HIPAA-capable, but your account is not HIPAA-compliant by default. If you are a Covered Entity or Business Associate, request and execute a Business Associate Agreement (BAA) before storing, transmitting or processing protected health information. Review your account settings and responsibilities in the current HIPAA guide.
You can begin with the current free trial and choose a plan afterward. The plan price does not cover every optional Power-Up, usage service or outside payment-processing charge. Check the current Pricing page and any service terms before upgrading.
Yes! You can brand your environment with your own logo & colors will all plans.
You can fully re-brand your SuiteDash environment to match your business, with the capability to fully replace all instances of the SuiteDash name/logo from the login page, logged-in environment, email notifications, and even the Login Page/URL.
With a fully branded environment, your internal users and clients would see no mention of “SuiteDash” when they log in to your platform.
SuiteDash offers an installable, branded progressive web app (PWA), not a native app-store listing. First configure your Custom URL and Custom Login, then upload an App Icon and test installation on the devices your clients use. Follow the current mobile experience guide.
Yes! You can download the SuiteDash Direct Login WordPress plugin HERE
Yes! You can visit the SuiteDash Academy to help you get started using SuiteDash HERE
No problem! If you need to increase any of the limits of the Pinnacle license level, just contact us at [email protected] and we would be happy to help.
The current Security Overview points to SuiteDash safeguards, account controls and policies. The Privacy Policy describes encryption in transit and at rest using industry-standard methods, while noting that no electronic transmission or storage method is completely secure. Configure roles and access for your data, and review the HIPAA steps before using protected health information.
SuiteDash currently offers PayPal, Braintree, Stripe, and Authorize.net as built-in payment gateways. Your clients can make online payment on their assigned invoices using any of those gateways that you choose to setup and enter your merchant credentials for.
SuiteDash updates its hosted product over time. Review the Updates Log for published product changes and the Help documentation for current setup steps. A fixed daily release frequency is not promised here.
We do! You can register for our Partner Program HERE
You can browse our help documentation, and submit a support ticket, through our Help Desk HERE
Additionally, you can reach us directly via email at [email protected]
