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IVY FAQs

Things you want to know and are afraid to ask

Ivy's Privacy Policy, Updated April 8, 2019
How to Add an Image to the Clipper If You Can’t Clip It
Connected documents, and why you should ALWAYS start with a proposal
Ivy Online Payment Processing Fees
Tax Reporting on Ivy
Ivy Advanced Q&A (Webinar)
Breaking Down the Access Permissions per Team Member
How to Archive a Team Member Who Is no Longer with Your Firm
Web Browser Compatibility
My Clipper Is Following Me, Help!
Can I Merge Projects or Create Sub-Projects?
What does Tax Agency Mean?
Does the Ivy Calendar Integrate with any External Calendars?
Tracking Inventory
Liability vs. Revenue
How to View Archived Vendors, Clients, or Products and Reactivate Them
Delete / Archive a Vendor, Client, or Product
How to Delete a Client
Forgot Password?
How Can I Cancel My Ivy Membership?