SuiteDash Questions

Showing 1 - 5 of 1,318 questions
That_GuyThat_Guy
That_GuyPLUS
Jan 17, 2026
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Q: Compatibility

Hi team I asked this question yesterday, but it seems the question is missing. Can I use FlipLink.me inside your system? I want to present my PDF's as flipbooks instead of plain boring PDF's.

TIA

Founder Team
Mike_SuiteDash

Mike_SuiteDash

Jan 17, 2026

A: Hi That_Guy,

Sorry if your first question got lost!

I'm not familiar with FlipLink.me specifically, but if it provides you with embed codes or shareable links for your flipbooks, you should be able to use those within SuiteDash. We have iFrame Blocks and Embed Blocks in our Content Block Editor that allow you to embed external content on Dashboards, Portal Pages, Landing Pages, and more.

So...

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reinerressreinerress
reinerressPLUS
Jan 17, 2026
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Q: Use as Zoho-One-Alternative

Hi. We have a new LLC in the US and use ZohoOne. Can we use your software to create the reports for our accountant? We dont have SalesTax (Service only).
Thank you

Founder Team
Mike_SuiteDash

Mike_SuiteDash

Jan 17, 2026

A: Hi reinerress,

Thanks for the question!

SuiteDash can handle your Invoicing, and you can export your invoice and payment data which your accountant could use for their reporting. However, I want to be straightforward - we are not accounting software. We don't have a full general ledger, chart of accounts, or the kind of comprehensive financial reporting that something like Zoho Books or...

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Sandra_GardenBarterSandra_GardenBarter
Sandra_GardenBarter
Jan 17, 2026
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Q: A few questions from a 2020 LTD buyer.

Hello, I have a one code LTD from 2020 that I've redeemed but never fully setup. I have a few questions for you because I am considering adding a few more codes to this plan.

1. Are there any advantages to the one code LTD I purchased in 2020 versus the lowest tier LTD available today?

2. I've read that sometimes you add features or functions that must be purchased separately as add-ons. Where...

Founder Team
Mike_SuiteDash

Mike_SuiteDash

Jan 17, 2026

A: Hi Sandra,

Great questions - and welcome back! Let's go through them:

**1. 2020 LTD vs. Today's LTD:** The codes are functionally the same - both provide Pinnacle-level features. The main difference is that over the past 5+ years, we've added a tremendous amount of new functionality to the platform, and your 2020 LTD includes all of that at no additional cost. So you've actually been...

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matt571matt571
matt571
Jan 16, 2026
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Q: Security for PII?

I am a tax professional. I am locked into TaxDome for three years, but I would consider purchasing this now and starting to replicate everything I need, provided the security level meets IRS and SOC2 requirements. Even though I am not in healthcare, I try to find products that actually meet HIPAA requirements.

I'd also love to see a comparison chart for SD vs. TaxDome, Financial Cents, Canopy, and Karbon, which dominate the Tax Professional market for CRM+Portal+Automation.

Founder Team
Mike_SuiteDash

Mike_SuiteDash

Jan 16, 2026

A: Hi Matt,

Great questions - security is something we take very seriously.

**Security & Compliance:** Yes, we are HIPAA compliant, and we follow industry best practices for data protection and handling sensitive information. You can review our full security overview here: https://suitedash.com/security-overview/

I'd recommend reviewing that page in detail to see if it meets your specific IRS...

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917cd2a814bc4ae388b0f56830a009e3917cd2a814bc4ae388b0f56830a009e3
917cd2a814bc4ae388b0f56830a009e3
Jan 16, 2026
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Q: Does SuiteDash sync with gmail?

Hi, as above - does it sync with gmail?

Founder Team
Mike_SuiteDash

Mike_SuiteDash

Jan 16, 2026

A: Hi there,

It depends on what you mean by "sync with Gmail":

**For sending emails:** Yes, you can connect your Gmail/Google account to send emails from SuiteDash using your own email address. This is part of our email branding options. Documentation here: https://help.suitedash.com/article/128-customize-email-branding

**For Google Calendar:** Yes, we have two-way sync with Google Calendar for...

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