Frequently asked questions

Does DNA work on mobile?

Yes. DNA works in any modern mobile browser, and pages and tables adapt to smaller screens. That said, DNA is designed for desktop use, and some flows (running a needs analysis, reviewing extracted data) are easier on a larger screen. There is no separate mobile app.

What browsers does DNA support?

DNA works on any recent version of Chrome, Safari, Edge, or Firefox.

Can I import clients from a spreadsheet?

Not directly. The Add Client flow takes one client at a time. To speed up onboarding a book of business, use the document upload step: drop in statements, policies, or other records, and DNA pre-fills the client file from what it reads.

Can I export my client data?

There is no self-serve export in the product today. If you need a copy of your data, email support@dynamicneedsanalysis.com. The team will confirm your identity and send you the export. See How DNA protects client data for more on this.

Can my clients see what I have entered about them?

No. Clients never see the file you keep on them: your notes, the numbers you enter, and the analysis stay on your side. What a client can reach is the Client Portal, if you invite them to it. They open the emailed invite, then sign in with a 6-digit code sent to their email (there is no password). In the portal they can send you documents and see a list of what they have sent. They cannot see anything else in DNA. A report, like a completed needs analysis, reaches them only as a PDF you choose to share.

What happens to my data if I cancel my paid plan?

Your data stays in DNA. Cancelling a paid plan reverts your account to Starter at the end of the current billing period. Nothing is deleted: every client file, document, and note stays in your account. Starter allows editing on only your 3 most recently updated clients, though. Any other client becomes read-only, and you can view it but not change it until you upgrade again. Sample clients do not count toward the 3. See Choosing a plan for the full picture.

How do I change the email on my account?

Your email is your sign-in, so you cannot change it from inside DNA. Email support@dynamicneedsanalysis.com with your current email and the one you want to move to. See Your account for the details.

How do I reset my password?

Use the Forgot password link on the sign-in page. A reset link will be sent by email. If the email does not arrive, check your Junk folder. See Known issues for more on why emails sometimes land there.

Does DNA work offline?

No. DNA needs an internet connection to read and save data. If your connection drops mid-edit, wait for it to come back before refreshing the page. Refreshing discards any unsaved work.

How long are my documents kept?

As long as the client file they belong to still exists on your account. Deleting a document from the Documents page removes it and its indexed text, with one exception: a file attached to a completed compliance document is kept on record as part of that document. Removing a client deletes every document attached to that client, unless the client holds compliance records, in which case DNA archives the client and keeps those records and their documents.