How can we help?

Step-by-step guides for every feature in HaraPro. Get answers in seconds, or contact our support team if you're stuck.

🚀

Getting Started

Set up your account, add your first entity, and connect your bank in under 10 minutes.

8 articles
🏦

Banks & Uploading

Connect via Plaid, upload PDF statements, troubleshoot syncs, and manage transactions.

10 articles
🤖

AI Classification

How HaraPro's AI learns from you, train it on your categories, and override classifications.

6 articles
📊

Tax Planning

Tax forecasting, deduction simulator, §179, depreciation schedules, IRS forms, and quarterlies.

12 articles
🏛️

Estate Planning

Upload trusts, wills, POAs, and directives. Edit your Personal Property Memorandum. Multi-state compliance.

11 article types
📈

Reports & Exports

P&L, balance sheet, CPA export packages, IRS forms PDFs, and custom reports.

9 articles
🗄️

File Vault & Documents

Secure storage, version history, full-text search, expiration alerts, and role-based sharing.

7 articles
💳

Billing & Plans

Upgrade, downgrade, cancel, refunds, annual vs monthly, and partner program billing.

8 articles
🔒

Security & Privacy

Tenant isolation, encryption, audit logs, data export, the right to be forgotten, and SOC 2 status.

9 articles

Still need help?

Email our support team and we'll get back to you within 24 hours. Pro and Family Office plans get priority response within 4 hours.

Email support@harapro.com → Contact form →