If you are stuck and would like to speak to someone on the phone 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 screensharing, 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 screensharing to get the best bang for your buck, though you can use the phone option as well. 30 minute appointments are $50, 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 screensharing to get the best bang for your buck, though you can use the phone option as well. 60 minute appointments are $100, payable at the time of booking.
PLEASE NOTE: We cannot offer tax advice in these calls. Please consult your CPA if you have additional questions regarding your 8949 form and filing taxes.
See 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.