Learn Centre

Getting Support

Email support@radley.tax or book a CPA consult from the app.

Overview

When you need help with Radley Finance, there are several support options available. This guide explains how to get assistance whether you have a technical issue, a question about financial modeling, or need expert consultation.

Support Options

Email Support

Direct contact with the Radley Finance team:

  • Email: support@radley.tax
  • Best for: Technical issues, account questions, feature requests

CPA Consultation

Professional financial guidance:

  • 30-minute sessions with an online CPA
  • Best for: Financial modeling questions, assumption validation, investor prep

Help Documentation

Self-service resources:

  • This Learn Centre you're reading now
  • In-app guidance and tooltips
  • FAQ sections throughout the app

Accessing Support from the App

From Settings

  1. Go to Settings
  2. Click on "Support" section
  3. Find the email link and the "Schedule a Consult" button

From the User Menu

Click your profile button in the sidebar - it includes a Support link alongside Settings and Sign Out.

Email Support Link

Click the support email to:

  • Open your email client
  • Pre-filled recipient address
  • Start composing your message

Book CPA Consultation

Click the consultation button to:

  • Open Calendly scheduling
  • See available time slots
  • Book a 30-minute session

When to Use Email Support

Technical Issues

  • Login problems
  • Features not working
  • Error messages
  • Data not saving

Account Questions

  • Subscription inquiries
  • Billing concerns
  • Access issues
  • Account changes

Product Feedback

  • Feature requests
  • Bug reports
  • Usability suggestions
  • General feedback

General Questions

  • How to do something
  • Understanding features
  • Clarification on capabilities

Writing Effective Support Emails

Include Key Information

Help us help you faster:

  • What you were trying to do
  • What happened instead
  • Any error messages (exact text or screenshot)
  • When it happened
  • Which browser you're using

Example Good Email

Subject: Unable to download Excel model

Hi support team,

I'm trying to download my Excel financial model but the download
doesn't start when I click the button.

- Model name: "Series A Projections"
- Browser: Chrome on Mac
- When: Today around 2pm EST
- I've tried refreshing the page

No error message appears, the button just doesn't respond.

Thanks for your help!

What to Avoid

  • Vague descriptions ("it doesn't work")
  • Missing context
  • Multiple unrelated issues in one email
  • Angry or frustrated tone (we want to help!)

When to Book a CPA Consultation

Financial Model Review

  • Validate your assumptions
  • Check your unit economics
  • Review before investor meetings
  • Get professional feedback

Specific Financial Questions

  • Complex accounting treatment
  • Industry-specific considerations
  • Technical financial modeling questions
  • Best practices guidance

Investor Preparation

  • Review your financial story
  • Practice your presentation
  • Anticipate tough questions
  • Strengthen weak areas

Strategic Discussions

  • Different scenario planning
  • Growth strategy implications
  • Financial milestone planning
  • Exit modeling considerations

Booking a CPA Consultation

Step 1: Access Booking

  • Go to Settings > Support and click "Schedule a Consult"
  • Or click "Consult" in the sidebar
  • Both take you to the in-app booking page, where the button reads "Book a 30-minute call"

Step 2: Choose a Time

  • View available slots in the embedded Calendly scheduler
  • Select a time that works for you
  • Sessions are 30 minutes

Step 3: Provide Context

  • Add notes about what you want to discuss
  • Share relevant model information
  • Help the CPA prepare

Step 4: Confirm Booking

  • Receive confirmation email
  • Add to your calendar
  • Prepare your questions

During the Consultation

  • Have your model ready
  • Share your screen if needed
  • Take notes
  • Ask specific questions

After the Consultation

  • Implement suggestions
  • Follow up if needed
  • Update your model

Self-Service Resources

This Learn Centre

You're reading part of it now:

  • Getting Started guides
  • Feature explanations
  • Best practices
  • Troubleshooting tips

In-App Help

Throughout the app:

  • Info panel with contextual guidance as you fill in the questionnaire
  • Tooltips on icons and buttons
  • Examples and benchmarks
  • The Review tab, which explains flagged issues and shows you which assumptions to adjust

FAQ

Common questions answered:

  • In relevant sections of this documentation
  • In app where applicable
  • Updated based on common inquiries

Response Time Expectations

Email Support

  • Initial response: Usually within 1 business day
  • Resolution time: Varies by complexity
  • Business hours: Monday-Friday

CPA Consultation

  • Booking availability: Usually within a week
  • Session length: 30 minutes
  • Follow-up: As arranged

Escalation

If Standard Support Doesn't Resolve Your Issue

  • Reply to your support email thread
  • Explain what was tried and didn't work
  • Request escalation if needed
  • We'll connect you with the right person

Urgent Issues

For urgent account or access issues:

  • Mark email as urgent
  • Include brief description of urgency
  • We prioritize accordingly

Feedback Welcome

How to Share Feedback

We love hearing from users:

  • Email support@radley.tax
  • Include "Feedback" in subject
  • Tell us what's working
  • Suggest improvements

What Happens to Feedback

  • All feedback is reviewed
  • Informs product decisions
  • May result in new features
  • You might hear back

Support Best Practices

Before Contacting Support

  1. Check this documentation
  2. Try basic troubleshooting (refresh, clear cache)
  3. Gather relevant information
  4. Note any error messages

When Contacting Support

  1. Be specific about the issue
  2. Include context and details
  3. Attach screenshots if relevant
  4. Be patient and professional

After Getting Help

  1. Confirm the solution worked
  2. Thank the support team
  3. Share additional feedback if relevant

Contact Summary

Need Contact Method
Technical issues support@radley.tax
Account questions support@radley.tax
Financial model review Book CPA Consultation
Financial questions Book CPA Consultation
Feature requests support@radley.tax
General questions support@radley.tax

We're here to help you succeed with Radley Finance!