Every setting, explained
A map of all eleven sections in your settings, what lives in each, and which ones change what your clients experience.
Settings is one page with a list down the side. Here is the whole thing, so you can stop hunting.
Account
You: your name, your picture, how you sign in. See your profile.
Security & privacy
Two-factor login and your recovery codes. The single most valuable ten minutes in this list. See two-factor login.
Appearance
Light, dark, or follow your system. Yours alone, it changes nothing for your clients.
General
Your language and your timezone. Your language is independent of your clients' — see language, theme, and timezone.
Billing
Your subscription to Vylan.
Payments
How you charge your clients. Two things live here:
- Get paid by clients: connect Stripe. Takes about five minutes, and Stripe handles the checkout, your identity check, and your payouts. See connecting Stripe.
- Default prices: a price per service, which pre-fills the request-payment box. You can still change it every time you ask.
Automation
Vylan describes this section as everything it does on its own, without you clicking. Three things:
- Document reminders: the chasing schedule new engagements start with. See changing the reminders.
- Invoice automation default: whether invoices go out by themselves. See invoice automation.
- Send confirmation cards: whether the engagement assistant asks before it acts. See the engagement assistant.
Integrations
Your cloud storage for filing, and your calendar. Bookkeeping connections are gone from Vylan — that whole job belongs to Vytract now.
Documents
How Vylan handles what your clients send. This is the section that changes what your clients actually experience, so it is worth reading properly:
- AI document checks: your usage this month, whether checks are Active or Paused, and when it resets.
- Auto-reject invalid uploads: bounce unusable files automatically.
- Auto-reject duplicates: bounce exact copies automatically.
- Auto-ask for missing pages: chase a missing page from a multi-page document automatically.
- Include Quebec tax forms: on by default. Off hides the Quebec-only slips from every checklist.
All of that is covered in how Vylan reads and checks documents.
AI Assistant
The in-app assistants. See Ask Vylan.
Data & privacy
Vylan's line here is short: your data is yours, export everything as a ZIP, any time.
- Export all firm data: clients, engagements, files, and the activity log, in one ZIP. See downloading all your data.
- Delete my firm: emails support. You can still export everything for 30 days, then it is permanently deleted.
After you ask to delete your firm, you have 30 days to export anything you still need, the same window a deleted engagement gets. After that it is permanently deleted and cannot be recovered.
Team
Appears once team mode is on. See turning on team mode.