Support

When you ask Arboris for help, include enough context for the team to reproduce the issue without exposing secrets or unnecessary client data.

Do not send passwords, OAuth tokens, API keys, raw cookies, private keys, or full accounting exports unless the Arboris team explicitly requests a secure transfer path.

Include This Context

For most support questions, include:

• Your firm name.
• The client name.
• The page or workflow where the issue happened.
• The approximate time and timezone.
• What you expected to happen.
• What happened instead.
• Any visible Arboris error code or message.

Screenshots are useful when they show the page state, but crop out unrelated private data where possible.

Contact

Use the support path already provided by the Arboris team during onboarding. Public docs do not publish a generic inbox or status URL until those destinations are confirmed for customer use.

QuickBooks Sync Issues

For sync issues, include:

• Whether QuickBooks is connected or disconnected.
• The last successful sync time shown in the Integrations tab.
• The sync status and error message from sync history.
• Whether you tried manual sync.
• Whether the issue affects one client or multiple clients.

Do not send QuickBooks OAuth tokens or Intuit credentials.

AI Chat Issues

For AI answers that look wrong or incomplete, include:

• The exact question you asked.
• The client and period you expected the answer to use.
• The confidence tag shown on the claim.
• Any evidence section or missing-data caveat shown under the answer.
• Whether the client had a recent successful QuickBooks sync.

AI should not provide tax, legal, or investment advice. If an answer appears to cross that boundary, report the question and response.

Report Export Issues

For report issues, include:

• The client.
• The selected report sections.
• Whether you used regular Reports or Review Run.
• The review period, if using Review Run.
• Whether the export failed, downloaded, or produced unexpected content.
• Any visible error code.

Remember that alpha report export is PDF-only. Historical report metadata is visible, but download and regenerate actions for past exports are not part of the current alpha contract.

Billing And Plan Questions

For billing questions, include the current plan, active client count, and the action you were trying to take.

All alpha plans are $0 and Stripe runs in test mode.

Account Deletion Or Access Questions

For account deletion, password, or email verification questions, include the firm name and the account email involved. Do not send the password or reset token.

If a firm deletion was started by mistake, timing matters because the cancellation window is limited.