Pulse Point Support

Getting started

What is Pulse Point?

Pulse Point is Service Squared's client portal. It gives businesses we work with access to the financial reporting our team prepares, a secure place to exchange documents with us, and tools to complete onboarding.

Who can use Pulse Point?

Pulse Point is for businesses with a Service Squared engagement and the people those businesses authorize. It is a business tool, not a consumer app. You must be at least 18 years old to use it.

How do I get an account?

Your Service Squared contact will send you instructions to create your account with your work email address. If you are expecting an email from us and it has not arrived, check your spam folder, then email support@servicesquaredcorp.com. Your account is connected to your company's information once we confirm you are authorized by your company.

Where can I use Pulse Point?

On iPhone and Android devices through the Pulse Point app, and in a web browser at pulsepoint.servicesquaredcorp.com.

Signing in and account security

I forgot my password.

Use the password reset link on the sign-in screen and follow the instructions in the email we send you. We cannot look up or tell you your password; we do not have access to it.

How do I change my password or my profile details?

In the app, go to Settings.

Someone who left our company still has access.

Tell us right away at support@servicesquaredcorp.com or (650) 960-7420. Access is authorized by your company, so we need the request from someone authorized to make it.

I think my account has been compromised.

Change your password immediately, then contact us at support@servicesquaredcorp.com or (650) 960-7420.

How do I report a security issue?

Email support@servicesquaredcorp.com with the subject line “Security Report.” Please include enough detail for us to reproduce the issue, and do not access or modify data that does not belong to you.

Documents

What can I do with documents in Pulse Point?

You can open the statements, reports and other documents our team shares with you, and upload documents for us by choosing a file from your device.

I deleted a document by mistake.

Email support@servicesquaredcorp.com as soon as possible with the file name and approximately when it was deleted, and we will try to recover it.

A document will not upload.

Check your connection and try again. If it keeps failing, email support@servicesquaredcorp.com and tell us what happened.

Connecting a bank account

How does connecting a bank account work?

Pulse Point uses Plaid to connect bank accounts. When you choose to connect, Plaid's secure window opens, you select your bank, and you sign in there.

Does Service Squared see my online banking password?

No. You enter it into Plaid's window, not ours, and we do not receive or store it. Plaid provides us with the account information you authorize, such as account details, balances and transactions. Plaid's handling of your information is described in the Plaid End User Privacy Policy.

Do I have to connect a bank account?

No. It is optional.

What do you use the bank data for?

The accounting work your business engaged us for, such as reconciliations and cash reporting. We do not sell it.

How do I disconnect a bank account?

In the app's settings. Disconnecting stops further information from that account. You do not have to delete your Pulse Point account to disconnect a bank. If you have trouble, email support@servicesquaredcorp.com.

Your reports and who can see them

What does Pulse Point show me?

The reporting our team prepares for your business under your engagement, together with your documents.

Who at my company can see what?

Your business decides who has access and at what level. Each account can see only what its access level allows.

How do I change someone's access?

Contact your Service Squared accountant or email support@servicesquaredcorp.com. We need the request from someone authorized by your business.

A number looks wrong.

Contact your Service Squared accountant. They can trace it back to its source.

Privacy, your data, and deleting your account

Our Privacy Policy has the full details. In short:

Do you sell my data?

No. Pulse Point has no advertising and does not track you across other apps or websites.

Can I get a copy of my information?

Yes. Email support@servicesquaredcorp.com. We will verify your identity and respond within the time required by law.

How do I delete my account?

• In the app: Settings → Delete Account.
• On the web: the request form at servicesquaredcorp.com/privacy#delete.
• By email: support@servicesquaredcorp.com, subject “Account Deletion Request,” from the email address on your account.

Deleting your account removes your profile, sign-in and connected bank accounts. Requests by web form or email are completed within 30 days.

What happens to my company's records when I delete my account?

They are kept. Your company's documents and financial, payroll and tax records belong to the business and are subject to its agreement with us and to legal record-keeping requirements. A request to delete company records must come from someone authorized to act for the business. See the retention section of our Privacy Policy.

Troubleshooting

I cannot sign in.

Make sure you are using the email address your account was created with. If the problem is your password, use the reset link on the sign-in screen. After several failed attempts, sign-in may be temporarily blocked as a security measure; wait a few minutes and try again.

My bank connection stopped working.

Bank connections sometimes need to be reauthorized, for example after you change your banking password. Reconnect the account in the app. If that fails, email support@servicesquaredcorp.com.

Still stuck?

Email support@servicesquaredcorp.com or call (650) 960-7420. Tell us what you were doing, what you expected, and what happened instead.