Others

Platform / Software Integration

• How do I link my accounting software?
• Banking Credentials Refresh
• How do I change my linked accounting software?
• Which accounting software can I use with my Chello account?

Whitelisting an Email Address

• How do I whitelist an email address?
• What if the emails are going to my spam folder even after whitelisting?
• Are there any security concerns with whitelisting email addresses?
• Can I whitelist an entire domain?

Troubleshooting

• What do I do if I'm locked out of my account?
• How do I get text notifications?
• Can I schedule a demo?
• What learning resources can I access?
• What does it mean to whitelist an email address?
• How do I report unusual activity on my account?
• What can I do if I am having trouble logging into my account?
• How can I reach my relationship manager?

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Account & Documents

• How do I change the email address associated with my account?
• Can I change my address?
• How do I add another owner to my Chello account?
• Can I have more than one business associated with my account?
• Can all of my providers access my Chello account?
• How can I safely upload documents?
• How do I download a copy of my statement?
• How do I cancel my subscription?
• How do I change my subscription fee?

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Security and Fraud

• How can I protect my account?
• How do I report a security issue?
• I've received a suspicious email, how can I be sure it's from Chello?
• What is a dispute?
• Can I dispute a charge?
• How do I report a fraudulent transaction?
• How long will a fraud investigation take?

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