Frequently Asked
You can ask questions about our products and upcoming tools and updates about our next move.
Learning About The-Source
The-Source can easily accommodate any industry and has over 550 sample plans built in to help you along the way. Whether you're a small or mid-sized business, freelancer, non-profit, in Public Administrations, or literally any industry sector from high-tech to real estate to salon and spa, LivePlan has you covered. What's better, is that LivePlan has industry benchmarks baked in to its software. Knowing your industry standards helps ensure that your forecast is both challenging and achievable.
Yes, The-Source makes it easy to complete your sales forecast. Simply input your figures and LivePlan will automatically create your spreadsheet and associated graphs. It couldn't be easier.
Substantial savings. Signing up for the annual plan will save almost 42% over the monthly fee. The other big advantage is that with The-Source, your business plan becomes a living, breathing document that you can adjust as your business changes. And once you're up and running, The-Source allows you at-a-glance to see how your revenue figures are performing against your plan's goals and actual forecasts. The-Source Dashboard feature is a powerful yet simple to use tool that monitors your business financial health in real-time for less than the cost of a pair of movie tickets.
Functionality
The-Source unlimited users. Sharing your company with colleagues, stakeholders, or an academic advisor is easy with The-Source. Just add these people to your The-Source account as contributors or mentors, and collaborate directly inside of The-Source. Team, mentors can view your plan and comment on your plan document. Contributors can access and edit anything in an account except the owner's profile data and the billing and payment information. If the owner grants them the additional level of access, contributors can even create new companies, add new users, and view and edit the benchmarks and Dashboard.
The-Source makes it easy for you to collaborate with other users in your account, even working on the same plan at the same time. The-Source prevents users from overwriting each others' work by allowing only one user at a time to edit a particular section. Other users will see that section of the plan as locked.
Yes, you can create an unlimited number of business plans on an account; you can have one active plan at a time, meaning one that is open and being edited. You can open and close plans as needed, and if you need to have multiple plans being edited simultaneously you can upgrade your account for an additional charge.
The-Source automatically backs up your data every few seconds, and every time you click “Next” or "Save"for a particular task. All your plan and account information is saved securely in our online servers, ready for you and your invited users to access when you need it.
You can always print a copy of your plan as a PDF file to save to your computer.
The easiest way to produce your The-Source plan document is to use the print to PDF feature, which outputs your plan content in a standard file format that can be read by Adobe Reader or other free reader programs. Just remember that once you export, any changes you make in The-Source will not be reflected in the document.
That depends. Do you want the other person to be able to edit and change the plan, or just read it? And how comfortable is this person with digital technology? If you're just looking for feedback on a finished document, the easiest thing for your reader is probably to send them a PDF.
If you want somebody to view, make changes or to check your progress regularly, you can add as a team member and give permission respectively.
Yes, you can write the plan in Spanish, French, German, or other languages. Write the plan in the language of your choosing, and pick the appropriate Language Output option. Enter your financials and simply select the currency symbol to under business plan.
Technical
We support the current version of each of these browsers:
Desktop
- Chrome (Windows and Mac)
- Firefox (Windows and Mac)
- Edge (Windows)
- Safari (Mac)
Mobile
- Mobile Safari (iOS)
These are the platforms we test. If you encounter a problem on a different browser, please let us know.
Sure, feel free to give it a try. Other current browsers like Opera should be fine, though you may find minor issues since we do not test the app in those browsers.
If you are using an older version of Internet Explorer, we strongly encourage you to upgrade your browser. It's free to upgrade and you'll have a much better experience and the Internet in general.
No, sorry. Because The-Source is a web application, you need to be connected to the Internet to use it. The good news is that you can use it from any computer or device with Internet access, so your software isn't stuck on a single PC. But currently we do not support offline access.
We officially support the latest version of the Safari browser on iOS devices (iPad, iPhone). Android devices generally work well too, though we do limited testing on them due to their relatively low usage among our customers.
We do recommend that your mobile device be connected via WiFi or LTE. As with any web application, The-Source requires a reliable broadband Internet connection. Spotty or low-speed connections may cause trouble.
Sign Up & Cancellation
The-Source offers a 30-Day Money-Back Guarantee (yes, we do require a credit card to get started).
If you find The-Source doesn't work for you for whatever reason, just contact us via email, phone or even within the app within the first 30 days and we'll gladly refund your money.
Your plan is 100% yours at any time. You can take your plan with you when you go. If you decide to end your the-Source subscription, just export your plan before you sign out for the last time.
Yes, The-Source has no long-term contracts of any kind. You can easily also change from a monthly to an annual plan at anytime.
We happily accept Visa, Mastercard, American Express, and Discover credit cards as well as PayPal. You're protected with our 30-Day Money-Back Guarantee regardless of payment choice.
Privacy
Yes, all your personal and business data are safe with us. All account and plan data are written to multiple disks instantly, saved every few seconds, and stored in multiple locations. All credit card transactions are processed using bank-level, PCI-compliant SSL encryption. Our products run on a dedicated network that is locked down with firewalls and carefully monitored 24/7. Your business plan will remain completely confidential. The content of your plan is entirely private unless you choose to share it via exporting, or inviting guests to your account. The plan data are stored securely on our servers and nobody from our company can view your plan unless you choose to allow us access for tech-support purposes. For more information, please read our terms & conditions and privacy policy page.
Truway Holdings Ltd. collects standard customer information (name, email address, company name, credit card company, credit card number, expiration date, and credit card billing address) during the The-Source signup process and in other customer communications with us by email or phone. We understand how important this information is to you. We are committed to keeping it strictly confidential. Your privacy is not for sale. We will never sell, rent, or otherwise abuse the private information you have trusted us with. Read our complete privacy policy.
Feel Free To Ask Questions