Tomas Financial FAQ

Question 1

How do I get started with Tomas Financial?

Accepted Answer

Welcome! After signing up, you'll be guided through a quick onboarding process. Start by uploading your key financial documents, and we'll help you get organized. If you have any questions, you can always schedule a meeting with us directly from your dashboard.

Question 2

What information do I need to provide initially?

Accepted Answer

To get started, we typically need your recent bank statements, previous tax returns (if applicable), and any existing financial documents you'd like us to review. You can upload these securely through the Documents section of your dashboard.

Question 3

How do I schedule my first consultation?

Accepted Answer

You can schedule a meeting directly from your dashboard by clicking "Schedule Appointment" or visiting the Appointments section. Choose a time that works for you, and we'll send you a calendar invite with all the details.

Question 4

What file types can I upload?

Accepted Answer

We accept most common document formats including PDF, Word documents (.doc, .docx), Excel spreadsheets (.xls, .xlsx), images (PNG, JPG), and CSV files. For best results, we recommend uploading PDFs for statements and reports.

Question 5

Is there a file size limit for uploads?

Accepted Answer

Individual files can be up to 25MB each. If you have larger files, consider splitting them into smaller parts or compressing them before uploading. For very large document sets, please contact us to arrange a secure transfer.

Question 6

How are my documents organized?

Accepted Answer

Documents are automatically categorized by type (bank statements, tax forms, receipts, etc.) and organized chronologically. You can also add custom tags and notes to any document for easier searching later.

Question 7

Can I request specific documents from you?

Accepted Answer

Yes! Use the "Request Document" feature in your Documents section to request specific files from us. We'll be notified immediately and will upload the requested documents as soon as they're ready.

Question 8

What financial reports are available?

Accepted Answer

Your dashboard includes Profit & Loss statements, Balance Sheets, Cash Flow statements, and Transaction reports. Each report can be customized by date range and exported to PDF or Excel.

Question 9

How often are my reports updated?

Accepted Answer

Reports are updated automatically when new transactions are synced from your connected accounts. For manually entered data, reports reflect changes immediately after entry. We recommend reviewing your reports monthly.

Question 10

Can I compare reports across different periods?

Accepted Answer

Yes! Use the "Compare" feature in the Reports section to view side-by-side comparisons of any two periods. This is great for tracking growth, identifying trends, and preparing for tax season.

Question 11

How do I export my reports?

Accepted Answer

Every report has an "Export" button that lets you download in PDF or Excel format. You can also schedule automatic report exports to be sent to your email on a weekly or monthly basis.

Question 12

How do I view my invoices?

Accepted Answer

All your invoices are available in the Billing section of your dashboard. You can view, download, and pay invoices directly from there. Past invoices are archived and always accessible.

Question 13

What payment methods do you accept?

Accepted Answer

We accept all major credit cards (Visa, Mastercard, American Express), ACH bank transfers, and can set up recurring automatic payments. Payment information is securely stored and encrypted.

Question 14

How do I update my payment method?

Accepted Answer

Go to Billing > Payment Methods in your dashboard. You can add new cards, remove old ones, and set your default payment method. Changes take effect immediately for future charges.

Question 15

What is your refund policy?

Accepted Answer

We offer a satisfaction guarantee on all our services. If you're not happy with our work, please reach out within 30 days and we'll make it right. Contact us directly to discuss any billing concerns.

Question 16

How do I schedule an appointment?

Accepted Answer

Click "Schedule Appointment" on your dashboard or go to the Appointments section. Select your preferred meeting type, choose an available time slot, and confirm. You'll receive a calendar invite automatically.

Question 17

Can I reschedule or cancel an appointment?

Accepted Answer

Yes, you can reschedule or cancel appointments up to 24 hours before the scheduled time. Find your upcoming appointment and click "Reschedule" or "Cancel". For last-minute changes, please contact us directly.

Question 18

What happens during a typical consultation?

Accepted Answer

Consultations typically last 30-60 minutes. We'll review your financial situation, answer questions, discuss your goals, and outline next steps. Come prepared with any specific questions or documents you'd like to discuss.

Question 19

Are meetings conducted in person or virtually?

Accepted Answer

We offer both options! Virtual meetings are conducted via secure video call (link provided in your calendar invite). In-person meetings can be arranged at our office. Choose your preference when scheduling.

Question 20

How is my data protected?

Accepted Answer

We use bank-level encryption (256-bit SSL) for all data in transit and at rest. Our systems are hosted on secure, SOC 2 compliant infrastructure. We never share your data with third parties without your explicit consent.

Question 21

Who can access my financial information?

Accepted Answer

Only you and authorized team members at Tomas Financial can access your data. All access is logged and auditable. You control which team members have access through your Account Settings.

Question 22

How do I enable two-factor authentication?

Accepted Answer

Go to Settings > Security and enable Two-Factor Authentication (2FA). You can use an authenticator app or receive codes via SMS. We strongly recommend enabling 2FA for additional account protection.

Question 23

What should I do if I suspect unauthorized access?

Accepted Answer

Contact us immediately if you notice any suspicious activity. You can also change your password and review recent login activity in Settings > Security. We take all security concerns seriously.

Question 24

How do I update my contact information?

Accepted Answer

Go to Settings > Profile to update your email, phone number, and other contact details. Changes are saved immediately and we'll use your updated information for all future communications.

Question 25

Can I change my email address?

Accepted Answer

Yes, you can change your email in Settings > Profile. You'll need to verify the new email address before it becomes active. Your login credentials will be updated automatically.

Question 26

How do I manage notification preferences?

Accepted Answer

Visit Settings > Communication to control which emails and notifications you receive. You can enable or disable marketing emails, product updates, and weekly summaries independently.

Question 27

How do I close my account?

Accepted Answer

We're sorry to see you go! To close your account, go to Settings > Data & Privacy. Please note that closing your account will delete all your data after a 30-day grace period. Contact us if you have any concerns first.

Question 28

How do I connect my QuickBooks account?

Accepted Answer

Go to Settings > Integrations and click "Connect QuickBooks". You'll be redirected to Intuit to authorize read-only access. We sync your financial data automatically and never modify your QuickBooks records.

Question 29

What data does the QuickBooks integration access?

Accepted Answer

We access your Profit & Loss reports, Balance Sheets, recent transactions, and company information. All access is read-only - we never create, modify, or delete any data in your QuickBooks account.

Question 30

How do I disconnect QuickBooks?

Accepted Answer

Go to Settings > Integrations and click "Disconnect" next to QuickBooks. Your OAuth tokens are immediately revoked and all cached QuickBooks data is deleted from our systems. Your Tomas Financial account remains active.

Question 31

Is payroll integration available?

Accepted Answer

Yes! We support ADP integration for automated payroll data sync. Go to Settings > Integrations to connect your ADP account. This enables automatic payroll expense categorization and reporting.

Question 32

What tax services do you provide?

Accepted Answer

We offer comprehensive tax services including tax preparation, quarterly estimated tax calculations, 1099 management, and year-end tax planning. The specific services depend on your subscription tier.

Question 33

How do I manage 1099 forms?

Accepted Answer

Go to Tax > 1099 Forms in your dashboard. You can add contractors, track payments, and generate 1099 forms at year-end. We'll remind you of filing deadlines and help ensure compliance.

Question 34

What are the important tax deadlines?

Accepted Answer

Key deadlines include: Q1 estimated taxes (April 15), Q2 (June 15), Q3 (September 15), Q4 (January 15), and annual filing (March 15 for S-Corps/partnerships, April 15 for sole proprietors). We track and remind you of all deadlines.

Question 35

Can you help with IRS notices?

Accepted Answer

Yes! If you receive an IRS notice, upload it to your Documents and contact us immediately. We'll review the notice, explain what it means, and help you respond appropriately. Most notices have strict deadlines.

Question 36

How do I categorize expenses?

Accepted Answer

Go to Bookkeeping > Expenses to view and categorize transactions. We auto-suggest categories based on vendor names and past transactions. You can also set up rules to automatically categorize recurring expenses.

Question 37

What is bank reconciliation?

Accepted Answer

Bank reconciliation ensures your records match your bank statements. Go to Bookkeeping > Reconciliation, select your account, and match transactions. We highlight discrepancies so you can investigate and resolve them.

Question 38

How often should I reconcile my accounts?

Accepted Answer

We recommend reconciling monthly at minimum, ideally within the first week after your bank statement closes. Regular reconciliation helps catch errors early and keeps your financial data accurate.

Question 39

Can I customize my chart of accounts?

Accepted Answer

Yes! Go to Bookkeeping > Chart of Accounts to view and modify your account structure. You can add new accounts, rename existing ones, and organize them into categories that make sense for your business.

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