Question 1

How do I get access?

Accepted Answer

Plans range from Founder ($599/mo) to Advisor ($1,690/seat/mo) to Enterprise (custom). Request access from /signup and we'll walk you through onboarding within a business day.

Question 2

What's included in onboarding?

Accepted Answer

All plans include data migration support, workflow configuration, team training, and a dedicated success contact through the first 30 days.

Question 3

Can I run a pilot before committing?

Accepted Answer

Yes. Enterprise customers get a fully provisioned pilot environment to run a real mandate before signing a long-term contract.

Question 4

How is my data secured?

Accepted Answer

Encryption at rest and in transit (AES-256, TLS 1.3), role-based access, audit logs on every action, SSO and 2FA support, data residency options. See /security for full details.

Question 5

Do you support team collaboration?

Accepted Answer

Advisor plan includes unlimited team members. Each user has role-based access; deal team isolation prevents cross-mandate data leakage.

Question 6

Can I integrate Accreta with our existing systems?

Accepted Answer

Enterprise plans include API access and custom integration support - common patterns include CRM sync, identity providers, and document management systems.

Question 7

What's your update cadence?

Accepted Answer

We ship continuously. Minor releases weekly; major features monthly. See /product-updates for the current changelog.

Question 8

How do I cancel?

Accepted Answer

All plans cancel anytime from settings. Annual subscriptions can be cancelled effective at end of term. No retention conversations required.

How can we help?

Four ways to reach the team.

Email support

Live chat

Help docs

Book a demo

Common questions.

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