Help · Last updated May 2026
Frequently asked questions
Quick answers for firms getting started with Saltman. For step-by-step guides, see User documentation.
Sign up and access
How do I create an account?
Go to Sign up, enter your work email, and complete verification. You can also sign in with Google when enabled for your deployment.
Who can join my firm workspace?
Owners invite teammates from Settings → Team. Roles control which clients and documents each member can access.
I forgot my password — what now?
Use Forgot password on the login page. If you use Google sign-in only, reset access through your Google account; contact support@saltman.in if you are locked out of the firm owner account.
Documents and practice data
Where do I upload client documents?
Open Documents or a client file, then upload PDFs and common office formats. Indexing runs after upload so Ask Saltman can cite your firm vault when scoped.
Can Saltman read my entire drive automatically?
No. You control what is uploaded or connected via document sources. Connected sources sync only folders you bind in the product.
Are AI answers based on my uploads or only government law?
Ask Saltman can retrieve from the official tax corpus, your firm's practice documents, and memory scopes you enable. Answers should include citations; verify before client advice.
Billing
Where do I manage subscription and invoices?
Signed-in owners and managers can open Settings → Billing for plan details, seat usage, and invoice history.
How do I cancel or change plans?
Plan changes and cancellation are handled in Billing. Cancellation timing and refunds follow our Terms of use (legal review pending for refund specifics). Email billing@saltman.in for disputes.
Still stuck? support@saltman.in