How can we help?

Contact Support

Common Topics

• Account & Billing

  Subscription questions, invoices, plan changes, and cancellations.

• Trust Account Setup

  Connecting your IOLTA account, configuring client ledgers, and initial onboarding.

• Bank Feed & Plaid

  Reconnecting a bank, transaction sync issues, and reconciliation questions.

• iOS & Mobile App

  Login problems, document capture, push notifications, and app-specific bugs.

• QuickBooks Integration

  Connecting QuickBooks Online, journal entry sync, and authorization renewal.

• ChatGPT and Claude Connection

  When enabled for your account, ask about selected firms, trust balances and recorded checks. This connection is read-only; it does not import files or change accounting records.

• Compliance & Reporting

  Three-way reconciliation reports, ABA Rule 1.15 documentation, and audit support.

QuickBooks Online

Read how the FIDGARD integration works, what is posted to QuickBooks, and how disconnecting or reconnecting affects your authorization.

QuickBooks integration and disconnect help

Use FIDGARD with ChatGPT or Claude

Availability depends on the service and your account; this page does not mean FIDGARD is listed in either public directory. When the connection is available, select it in ChatGPT or Claude, sign in on FIDGARD's page, and choose only the firms you want that service to read.

Ask for a selected firm's trust book balance or client-ledger balances, and when any bank balance was last updated. Bank information may be cached, stale or unavailable; a book balance is not necessarily a current bank balance. Use FIDGARD itself to set up accounts, import Excel files, change records, reconcile or make payments.

You can also ask for recorded uncleared checks or the status of a specific check number. Check results may require several pages. A combined check can appear as several client allocations; these are not separate physical checks. Withdrawals with an unknown payment method are shown separately. Recorded clearing is not a live bank confirmation.

Without optional renewable access, the connection lasts no more than ten minutes and also ends when the originating browser session expires or is revoked. Where these renewable options are offered, you explicitly choose during authorization between read-only access for seven days or ongoing read-only access until you disconnect it. The seven-day option ends seven days after authorization; requests and background renewal do not extend that deadline. The ongoing option has no scheduled expiry, but manual revocation, security changes or loss of required firm access can stop it as described below. Neither renewable option disconnects because it is unused, and both can continue after passive browser sign-in expiry. Individual access tokens still last no more than ten minutes and can be renewed only while the connection remains valid. Existing connections keep their original access mode and deadline; they are not automatically upgraded to either renewable option.

When you open FIDGARD during the final 24 hours of a valid seven-day connection, your dashboard and Settings can show an expiry reminder. Ongoing connections have no scheduled-expiry reminder. Keep connected opens instructions; it does not extend access. Follow the connected service's normal authorization flow and review the firms and access duration you select. This is a FIDGARD reminder, not a promised ChatGPT or Claude notification. Without a new authorization, a seven-day connection ends at its original deadline.

Open FIDGARD Settings → Connected apps to review or revoke access. Review and disconnect opens those controls; confirm Disconnect there to stop future reads through that connection. Password or account security changes, explicit revocation of the originating browser session, loss of required firm access or archival of a selected firm can also end access earlier. Passive browser-session expiry alone does not end an explicitly renewable connection. Disconnecting in ChatGPT or Claude may not immediately revoke its FIDGARD grant. Expiry or revocation does not remove information already shared with the other service. Contact the support address above if you need help.

The connection can return confidential client and account setup details, not only balances. Read the connection privacy disclosure before connecting.

Access Your Account

Sign in to FIDGARD to manage your trust accounts, run reports, and configure integrations.