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TAULIA SUCCESS GUIDE

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What is Taulia

We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

The fine print

Taulia Support and the entire Technical Services team is dedicated in helping you succeed. To do that, we have policies in place to show our unwavering commitment to you. Take a moment to read through our support policies to learn more.

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I think my Taulia account has been compromised.: 000008754

Article Number: 000008754

We take security seriously at Taulia. If you’re concerned that your Taulia account may have been compromised it is important to take quick action. Know that we are here to help!

If you notice suspicious activity on your account, please reach out to Taulia Technical Support as soon as possible. In the meantime, please change your password immediately! 

For an extra layer of security, we strongly encourage each of your users to set up two-factor authentication. Please check our Two-Factor Authentication article on this subject to set it up.

False alarms:
If you are using a shared login email, please check with all users to ensure they are using the account properly and that they didn’t make any changes that you weren’t aware of. For example, if you are unable to log in with the shared password, one of the other users may have changed it. We strongly encourage each user to have their own login instead of using a shared email address. This way, if there is ever any suspicious activity, it can be traced back more accurately.


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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. How do I merge/combine my Taulia accounts into one?: 000003598

If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.

Q. How do I assign branches to our portal users?: 000008574

Branch permissions allow account admins to give access to specific data in the portal.

Q. I am new to Taulia. What should I do first?: 000008036

Quickly learn about Taulia and how to use it!

Q. How do I add or update my bank account/information?: 000003497

Manage your bank information through the portal!

Q. How do I check the status of my invoice?: 000003536

Check the status of your invoice.

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