Rise above the rest by adding cash flow management & forecasting services using CashFlowTool.
Grow your revenue by adding cash flow services for your clients
Easily forecast your
clients’ cash flow
In a matter of seconds, you can see your client’s future cash flow
Be the cash
Focus on proactive active advice to help your customers with cash flow.
It’s simple to add cash flow services and onboard your clients.
Why cash flow is essential
of accountants say their clients expect more than 5 years ago
of clients expect their accountant to provide business advice
of small business owners have been kept up at night by concerns about cash flow
of small businesses regularly struggle with cash flow
No data entry to start – works seamlessly with QuickBooks Online and QuickBooks Desktop
See your client’s cash flow forecast in seconds
AI-generated future cash flow forecasts lets you easily see your client's future
Simple to manage all
of your clients
In one easy place, you can see and manage all your clients’ cash flow
Easy to collaborate
with your clients
Easily share all aspects of CashFlowTool with your clients
You automatically become a Partner when you purchase any accounting plan.
Want to go beyond the basic partner program? We have you covered with Partner+.
|Free CashFlowTool license for your firm||✔||✔|
|30-day Onboarding, Consulting, & Integration||✔||✔|
|Partner Success Guidebook||✔||✔|
|Access to exclusive resources - templates, tools, and videos||✔||✔|
|CashFlowTool Partner badge||✔||✔|
|Monthly Partner Webinar||✔||✔|
|Unlimited chat and email support||✔||✔|
|Quarterly Business Review||Email only||Partner Success Manager|
|Dedicated Partner Success Manager||30 days||1 year|
|Personalized 90-day Success Program (beyond 30-day)||✔|
|CashFlowTool training for your team||✔|
|Business Cash Flow Essentials Online Course for your clients ($149 value)||✔|
|CashFlowTool Certification for 1 person ($125 value) - Coming Soon||✔|
Free(included with subscription)
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