Use Ask when you need help from the Wesley team or need a support/accounting question routed from inside the app.
What This Looks Like

How To Use It
- Select Ask in the top bar.
- Describe the issue, question, or accounting context clearly.
- Include the client, module, and transaction/report/document context when relevant.
- Send the request and return to the workflow you were in.
Check Before You Leave
The question should include enough context for the Wesley team to identify the screen, client, and next action.
Ready to bring Wesley into your firm? Compare plans and start here: Wesley Pricing