CashFlowTool makes it easy to manage all your clients’ cash flow in one place. All CashFlowTool plans also offer unlimited users to access your clients’ cash flow.
A user can be someone at your company (i.e., your staff) or at your client’s company.
For seamless setup, create a CashFlowTool account using an email that all staff members can use (i.e., firstname.lastname@example.org) or select one person’s email to set this up.
Create Your Account
(select ‘For My Clients’ during setup)
This is called your CashFlowTool ‘Master Account’.
Under this account you can:
- Add/remove new clients
- Invite/remove users for each client
- Manage your subscription (i.e., update credit card, change subscription).
The below diagram outlines the structure of how clients and users fit underneath the ‘Master Account’.