Frequently Asked Questions2017-07-19T14:31:20-07:00
Does Aero Workflow have a free trial?2023-10-05T14:28:31-07:00

Yes, we offer a free 30-day trial. During the trial, you have full access to the app, with as many users as you want. You can take advantage of any of our integrations. You can even add your credit card to get access to the checklist library– and you still won’t be charged until the end of your trial!

What does Aero integrate with?2023-08-03T11:39:54-07:00

Aero integrates with QuickBooks Online, QuickBooks Time, Office 365, Zapier, and other great apps. You can see all of our integrations here.

What is premium Library content?2023-08-03T11:34:59-07:00

The Aero Library has two levels of content: Basic and Premium. Every paid subscriber has access to library content– more…

How do I know if my information is secure in Aero?2023-08-03T11:35:22-07:00

Aero is a very secure app. If you want to know more about Aero security, click here.

How can I get a live demo of Aero?2023-08-03T11:35:31-07:00

We offer weekly live demos of Aero. You can sign up here. If the regular weekly demo doesn’t work for you click here to schedule a demo at a time that is convenient for you.

Do you charge for support?2023-08-31T12:12:52-07:00

No. All of Aero’s fantastic support is included with your subscription cost. We offer free training, free, unlimited, one-on-one support sessions, and a world-class knowledge base.

Do you have free training?2023-08-31T12:11:52-07:00

Yes! Aero offers free, on-demand, self-paced training with two different courses. You can learn more about our free training programs here.

Can Aero sync with Office Exchange?2023-08-03T11:35:55-07:00

No. Aero only syncs with Office 365 or Google Gmail.

Does Aero sync with the QBOA Practice Management?2023-08-03T11:36:01-07:00

No. QBOA does not have an open API, so Aero cannot sync with any information in QBOA.

I had a free trial a few months ago and never really did anything with it. Can I have another free trial?2023-08-03T11:36:11-07:00

Yes. Simply click on the free trial link and open another Aero account.

How long does it take to get a firm up and running with Aero?2023-08-03T11:36:18-07:00

It really depends on the size of your firm, whether you’re moving from another workflow system or not, how many resources you can devote to setting up your firm’s work in Aero. In general, you can expect it to take 4-8 weeks before everything is in Aero and all your team is using it on a regular basis.

We have seen fiercely determined and organized firms do it in less than a week!

Is there an annual/long term contract for Aero?2023-08-03T11:36:28-07:00

No. Aero is a month-to-month subscription. You can cancel your account at any time.

Does Aero have a Mobile App/Smart Phone App?2023-08-03T11:36:36-07:00

Aero does not have a native smart phone app. However, due to Aero’s responsive design, you can log into Aero and use it on your smart phone or tablet computer.

If I start a free trial and decide to continue with Aero, will I loose all the things I set up in the trial?2023-08-03T11:36:47-07:00

The free trial is a real Aero account that you set up and use. At the end of 30-days, you simply put in your credit card to continue using it. You can have as many users as you like during your trial. The only feature that is not available during your trial is the Library.

How can I see what’s in the Aero Library?2023-08-03T11:37:48-07:00

During your free trial, you can have access to the library templates if you enter your credit card. Your card will not be charged until the end of your trial.

Do you have a ProAdvisor price/discount/partner program?2023-08-03T11:38:05-07:00

No. Since the vast majority of our users are ProAdvisors, we like to say that the prices you see on our pricing page ARE our ProAdvisor prices.

Do you charge per user?2023-08-03T11:38:13-07:00

No. The amounts you see on our pricing page are the flat monthly rate for the firm.

Does Aero sync with QuickBooks Desktop?2023-08-03T11:38:20-07:00

No. Aero only syncs with QuickBooks Online. That said, it’s perfectly possible to use Aero without the QuickBooks integration – about 40% of our users do that. Aero will import your customer list for you and you can send your time to your QuickBooks Desktop account through Aero’s integration with TSheets.

Have you been thinking about moving to QBO? Here’s why one ProAdvisor thinks you should.


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