Frequently Asked
Questions

TaptiPM is an enterprise-grade project management platform that integrates Agile PM, HRMS, Finance, CRM, and AI-powered estimation into a single application. It replaces the need for multiple disconnected tools.

TaptiPM is built for mid-size to enterprise teams across software engineering, product management, professional services, IT operations, and more. It scales from 5-person startups to 10,000+ employee organizations.

Unlike point solutions, TaptiPM combines project management with HRMS, finance, client management, and AI estimation in one platform. This eliminates context-switching, reduces tool costs, and provides unified reporting across all business functions.

Yes. We offer a 14-day free trial on all paid plans with full access to all features in your selected tier. No credit card required. You can also request a personalized demo from our team.

After sign-up, our onboarding wizard guides you through workspace setup, team invitations, and project creation in under 10 minutes. Enterprise customers receive a dedicated onboarding specialist and migration assistance.

We offer four plans: Free (up to 3 users), Starter ($8/user/mo), Professional ($12/user/mo), and Enterprise (custom pricing). All plans include core PM features. Starter adds sprint management and basic HRMS. Professional adds the full HRMS suite, Finance, CRM, and AI estimation. Enterprise adds SSO, audit logs, and dedicated support.

Yes. Annual billing saves up to 25% compared to monthly billing. Enterprise customers can negotiate custom billing terms including quarterly and multi-year agreements.

No. The price you see is the price you pay. All features listed for your plan tier are included. We do not charge extra for storage, API access, or integrations. Data export is always free.

You can change your plan at any time from the Billing settings. Upgrades take effect immediately with prorated billing. Downgrades take effect at the next billing cycle.

We offer a 14-day money-back guarantee on monthly plans and a 30-day guarantee on annual plans. If you are not satisfied, contact support for a full refund. See our Refund Policy page for complete details.

Data is stored in Microsoft Azure data centers in your selected region: US (Virginia), EU (Frankfurt), or APAC (Singapore). Your data never leaves your chosen region unless you explicitly configure cross-region backup.

Yes. TaptiPM holds SOC 2 Type II certification, audited annually by an independent third party. Our latest audit report is available under NDA upon request.

Yes. We are fully GDPR compliant. We offer Data Processing Agreements (DPA), support data subject rights (access, deletion, portability), and maintain a Data Protection Officer.

Yes. We support SAML 2.0 SSO with Azure AD, Google Workspace, Okta, Auth0, and OneLogin. SCIM provisioning for automated user lifecycle management is available on Enterprise plans.

Yes. You can export all data at any time in JSON or CSV format. We also provide a comprehensive REST API for programmatic access. There is no data lock-in.

TaptiPM includes 25+ modules: Agile Project Management, HRMS, Finance, CRM/Client Portal, AI Estimation, Collaboration, Activity Tracking, Secrets Vault, and Partner/Reseller Portal.

We support 35+ integrations across developer tools (GitHub, GitLab, Azure DevOps), communication (Slack, Teams), cloud (Azure), design (Figma), CRM (Salesforce, HubSpot), and more. See our Integrations page for the full list.

Yes. TaptiPM provides a comprehensive REST API with full CRUD operations, webhooks for real-time event notifications, and OAuth 2.0 authentication. API documentation is available at /docs.

TaptiPM is fully responsive and works on all mobile browsers. Native iOS and Android apps are currently in development. You can track progress on our Changelog page.

Yes. Our visual Workflow Builder lets you define custom statuses, transitions, conditions, and automated actions for tasks, stories, and bugs. Each project can have its own workflow configuration.

All plans include email support and access to our knowledge base. Professional plans add live chat. Enterprise plans include a dedicated account manager, phone support, and a private Slack channel.

Professional plans include a 99.9% uptime SLA with 24-hour response time for critical issues. Enterprise plans include 99.99% uptime SLA with 1-hour response time for P1 incidents.

Enterprise plan customers are assigned a dedicated account manager for onboarding, quarterly business reviews, and escalation support. Professional plan customers have access to our customer success team.

Yes. We provide on-demand video tutorials, live webinars, and comprehensive documentation. Enterprise customers receive customized training sessions for their team.

Yes. We offer free migration assistance from Jira, Asana, Monday.com, ClickUp, and other tools. Our migration tool handles projects, tasks, users, and attachments. Enterprise migrations include a dedicated migration specialist.