If you are stuck and would like to speak to someone on the phone or have a video conference rather than chat with us, you can make an appointment to speak to a friendly Customer Success Specialist.
There are two types of appointments at ZenLedger:
Free, 15 minute one time consultation
15 Minute Appointments: Best for quick troubleshooting or questions that don't involve much technical work. Choose "Google Meet" for screen sharing, or enter your phone number for a phone call. See below to book a quick appointment with a friendly, knowledgeable Customer Success Specialist.
PLEASE NOTE: You cannot book consecutive 15 minute appointments. If more than one 15 minute appointment is needed, please book a 30 minute or 60 minute appointment or use our Chat feature.
Advanced support in 30 or 60 minute increments:
30 Minute Advanced Support Appointments: Best for help compiling custom CSVs, account reviews, and troubleshooting import issues. Google Meet is recommended for screen sharing to get the best bang for your buck, though you can use the phone option as well. 30 minute appointments are $75, payable at the time of booking.
60 Minute Advanced Support Appointments: Best for in-depth troubleshooting and assistance with importing multiple exchanges or extensive technical assistance. Google Meet is recommended for screen sharing to get the best bang for your buck, though you can use the phone option as well. 60 minute appointments are $150, payable at the time of booking.
PLEASE NOTE: We cannot offer tax advice in these calls. Please consult your Tax Professional if you have additional questions regarding your 8949 form and filing taxes.
Please use the link below to book with a friendly, experienced Customer Success Specialist for 30 or 60 minute increments! If you can't find a good available time for your needs, email firstname.lastname@example.org for assistance in opening up a slot for your schedule. If you choose to have a Google Meet conference, please be sure to test out your video and audio to ensure it works before the meeting, to enable us to help you faster. Visit https://apps.google.com/intl/en/meet/how-it-works/ for more information.
What do I need to have for my appointment? You will want to make sure that you have all of your data from ALL of the wallets and exchanges that you have ever used. If you do not see the wallet or exchange on our list, you will still want to gather that data so we can help you to import it if you need the assistance. In order for us to troubleshoot and connect the pieces, we have to have all of your data for all wallets and exchanges.