FAQ

Q: Do I need to enter a credit card in order to test the software?
A: No. A credit card is not required for the free trial.

Q: How safe is my data?
A: We take security seriously and use multiple layers of protection including SSL encryption, encrypted data storage, user-level permissions, and controlled administrative access. Any account-level changes can only be made by the paid account owner.

Q: Will my data be shared with anyone?
A: No. The data you enter belongs to you. We do not sell, share, or access your client data. For additional details, please review our privacy policy.

Q: How long have you been in business?
A: Captasoft and our parent company Interactive Ideas have been providing web-based software solutions for more than 15 years.

Q: Is my data safer here than in my filing cabinet?
A: Yes. By replacing paper workflows with a secure cloud environment, you gain business safety. Your files are protected by enterprise-grade security, and because every action is tracked, you have a complete audit trail for staff accountability.

Q: How does CaptaFi handle industry-specific compliance?
A: CaptaFi provides operational enforcement designed for compliance-heavy workflows, using structured guardrails to help prevent missed deadlines, lost documents, and stalled files.

Q: Is there a cancellation fee?
A: No. There are no cancellation fees.

Q: Is there a fee to export my data?
A: No. We provide free data export tools that allow you to export your customer data to a CSV file. If related files and documents are included in a custom export, fees may apply.

Q: How do I cancel my subscription?
A: An admin user can cancel at any time by going to the Organization Info section and selecting “Cancel My Subscription.”

Q: What happens to my current spreadsheets and paper files?
A: We provide a structured migration process to move your data safely from spreadsheets into the cloud, helping ensure you never lose a lead or client during the transition.

Q: Do I need to hire an IT team to set this up?
A: No. CaptaFi was built for business owners who want to stop the paper chaos without becoming tech experts. The system is intuitive and designed around how your team actually works.

Q: Will you help me import my data?
A: Yes. Our support team will assist with CSV data imports at no charge. If related files and documents require structured importing, fees may apply.

Q: Do you outsource your support overseas?
A: No. Our entire staff is based in the United States.

Q: Are you going to charge me if I need support?
A: No. All support plans are free.

Q: What personal information do you need from me to get started?
A: Only an email address is required to create your account.

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Q: Is there a limit during my trial period to what I can do?
A: All features are enabled during the trial with the exception of e-signature and phone features.

Q: Can I add additional team members during my trial period?
A: Yes. You may create additional user accounts during your trial.

Q: Is there a limit to the amount of data I can enter during the trial?
A: No. We offer unlimited records and file storage.

Q: Is the phone service accessible during the trial period?
A: Yes. Outbound dialing is enabled during the free trial and includes 30 minutes of complimentary talk time.

Q: Is e-signature accessible during the trial period?
A: No. The e-signature feature becomes available once you upgrade to a paid subscription.

Q: How do I go from trial user to paid subscriber user?
A: In your Account Profile under Billing, you can enter your credit card to activate premium services such as e-signature and texting.

Q: How does billing work?
A: CaptaFi is a monthly subscription service. Premium features such as e-signature and texting are billed separately. You only pay for what you use.

Q: Is there an additional expense for phone and text service?
A: Phone usage is billed at $0.22 per minute and texting is billed at $0.01 per text.

Q: Is there an additional expense for the e-signature service?
A: E-signature is priced at $0.50 per signature. You only pay when you use it.

Q: Is there a limit to the number of records I can create?
A: No. You may create an unlimited number of customer records.

Q: How many computers/devices can I use with a subscription?
A: You may use an unlimited number of computers or devices; however, simultaneous logins are not permitted.

Q: Can I access the application on my phone or tablet?
A: Yes. CaptaFi is responsive and adjusts to fit your phone or tablet.

Q: Can I access my data offline?
A: CaptaFi is a cloud-based system and requires an internet connection. However, you may export your data to a CSV file for backup purposes.

Q: Can the software be branded?
A: Yes. We offer a branding package that allows you to customize the customer portal and dashboard with your company’s logo and colors.

Q: Can I make suggestions to improve the product?
A: Yes. We encourage feedback and provide an in-application tool so customers can submit enhancement ideas directly.