Frequently Asked Questions
Answers to common queries about our platform
What is FiscoPlanEdge?
FiscoPlanEdge is a cloud-based system designed to streamline planning and reporting tasks, helping users manage budgets and optimize annual tax outcomes through intuitive tools and personalized scenarios.
How can I start using FiscoPlanEdge?
Signing up is quick. Go to fiscoplanedge.com, click “Get Started,” complete the registration form, and access a guided tour. No credit card required at initial stage.
Is my data secure with FiscoPlanEdge?
We employ bank-grade encryption, regular security reviews, and strict access controls. All reports and personal entries are protected under Canadian data regulations.
Which business sizes benefit most from your solution?
Small and mid-scale organizations find FiscoPlanEdge particularly useful. Our scalable system adapts to different scenario volumes and reporting complexities.
Does FiscoPlanEdge support multi-jurisdiction tax rules?
Yes. Our system covers federal and provincial regulations across Canada, with updates applied automatically when rules change.
What reporting formats are available?
Download reports in PDF and CSV formats. You can also integrate with standard accounting software through our API.
Can I share reports with external advisors?
Absolutely. Share secure links with permission settings. Advisors can view or comment without altering original entries.
How often does the platform update tax parameters?
Updates occur quarterly and immediately after major regulatory announcements. This ensures compliance with current requirements.
Are there mobile access options?
FiscoPlanEdge works on all modern browsers and offers a mobile-friendly interface for reviewing plans or generating reports on the go.
What kind of customer support is available?
We offer email and chat assistance during business hours in Ottawa time (EST). Our online knowledge base is available 24/7.
Can I customize dashboard views?
Dashboard layouts are fully adjustable. Choose the modules and metrics most relevant to your planning or reporting tasks.
Is there an onboarding process?
Yes. New users receive step-by-step tutorials and optional live training sessions to ensure a smooth platform rollout.
How is data imported into FiscoPlanEdge?
Import CSV files or connect via our secure API. Mapping tools guide you through field alignment for seamless data transfer.
What file sizes or record counts are supported?
Our system handles large data sets, with support for files up to 100 MB and records beyond 1 million rows per upload.
Can I cancel my subscription at any time?
Yes. Subscriptions can be paused or terminated at your discretion. Billing stops at the end of the current cycle without extra fees.