Support

Need a hand with AdviserDesk? Email support@adviserdesk.co.nz and we'll get back to you within one business day (NZ business hours).

How do I get an account?

You can sign up yourself: on our website, tap 'Start free trial' to create your workspace and begin a 30-day free trial — cancel any time. The mobile app doesn't have its own sign-up; once your account exists you sign in there with the same details. Prefer a hand getting started? Email support@adviserdesk.co.nz, or tap 'Try the live demo' on the sign-in screen to explore a sample practice.

How does meeting recording work?

On a meeting's screen, 'Voice scribe' records the conversation and creates a transcript and summary. You must confirm the client has been informed before recording starts, and audio is sent securely to our service for transcription. See our Privacy Policy for details.

How do I delete my account?

In the app: More → Settings → Account → Delete account. This permanently removes your account and practice data and can't be undone.

I can't sign in or forgot my password

Email support@adviserdesk.co.nz and we'll help you reset it.