Offer Cash Flow Services to your clients in 3 easy steps

1

Get CashFlowTool with Woodard

As a Woodard customer, you can now get CashFlowTool at a special price.

2

Become a Cash Flow Expert

Take the Woodard Cash Flow Course and become an expert for your clients today.

3

Rock your clients’ world with cash flow services!

Time to shine and help your clients today.

The number 1 rated cash flow app in the QuickBooks Marketplace
star star star star star

"CashFlowTool is a real game changer giving our clients a much better outcome."

Pam Stocks
Owner & CPA
On the Books
Accounting & Consulting

star star star star star

"CashFlowTool is going to save you a ton of time and money – It’s a no-brainer" "

Jody Grunden
Co-Founcer & CEO
Summit CPA Group

star star star star star

"Best cash flow tool
for small businesses.

Martha Yasso
Owner
Yasso Bookkeeping

star star star star star

"CashFlowTool is by far the best tool that I've used. It is easy to use, and easy to understand."

Jeremy Tyler
Founder & President
Xceptional

Hear from customers who have benefited from cash flow service

See video See more

Get the Woodard Advisor plan today

Good for the life of your subscription

This special pricing is only for Woodard customers who are first-time purchasers of CashFlowTool or existing CashFlowTool customers that wish to upgrade from a monthly plan to a higher annual plan. A valid charge card is required for purchase for each plan and will be charged immediately for the selected plan. All sales are final and no refunds (full or partial) will be given. Your plan will automatically renew one year after purchase and if you decide to cancel for the upcoming year, email partners@cashflowtool.com.


Full Terms of Use

Woodard Basic Annual Plan

Your firm &
up to 5 clients

$100 / mo

$2388 $1200 / yr billed annually

Plus applicable taxes

Up to 5 clients included ($20/client)

Woodard Best Annual Plan

Your firm &
up to 50 clients

$200 / mo

$4000 $2400 / yr billed annually

Plus applicable taxes

Up to 50 clients included ($4/client)

Helpful resources

CashFlowTool Demo

For advisors

Learn how a small business can benefit from CashFlowTool.

See demo

Getting started

Tutorial videos

Watch these tutorials to jumptstart your experience with CashFlowTool.

See videos

FREE guide

Managing Cash Flow in a Crisis

Download this FREE guide to instantly learn how to manage your cash flow during a crisis
(and beyond).

Get the guide

Webinar Replay

Plan your cash flow in a crisis

Watch this FREE 60-min webinar to learn 5 ways that you can stress-test your business to help you plan your cash flow easily and quickly.

Access webinar

CashFlowTool Blog

Stay updated

Read posts from our network of cash flow experts.

Read blog

More resources

See all other resources

See resources

Please fill out the following form to get free access to the webinar replay

Safe and secure

  • CashFlowTool uses bank-level 256-bit SSL and TLS cryptographic protocols to provide communication security over the Internet. This includes authentication and data encryption to ensure customer data is private and always protected.
  • CashFlowTool customer data is stored on Microsoft Azure which has the industry-leading security built-in
  • Each Business data has an added level of unique encryption above and beyond Azure’s security
  • CashFlowTool only reads from and never writes back to QuickBooks
  • We do annual security reviews in conjunction with Intuit to ensure our system is safe and secure
  • The customer is always in control of their data and can opt-out at any time
Learn more

Safe and secure

  • CashFlowTool uses bank-level 256-bit SSL and TLS cryptographic protocols to provide communication security over the Internet. This includes authentication and data encryption to ensure customer data is private and always protected.
  • CashFlowTool customer data is stored on Microsoft Azure which has the industry-leading security built-in
  • Each Business data has an added level of unique encryption above and beyond Azure’s security
  • CashFlowTool only reads from and never writes back to QuickBooks
  • We do annual security reviews in conjunction with Intuit to ensure our system is safe and secure
  • The customer is always in control of their data and can opt-out at any time
Learn more