Focused accounting professional woman at a table, switching accounts on her laptop screen.
Partner benefits

Grow your accounting firm to the next level

Take your firm to the next level with tools to save time and work smarter. All the tools you need to grow your accounting business.

  • One-login access to all your clients.
  • Get a free account for your firm.
  • Advanced accounting and tax toolset.
  • Earn 10% recurring commissions.
accounting practice

Keep your clients
books organized

Get organized, save time and avoid tedious manual work with powerful accounting tools for the modern day accountant.

  • Automated bookkeeping tasks.
  • Bank accounts reconciliation.
  • Journal and adjustment entries.
  • Reports and financial statements.
Learn more
Woman smiling as she reviews accurate accounting records on Cashflow using her iPad.
Smiling woman looking at her phone, relieved that her taxes are completed with Cashflow.
tax features

Simplify your tax work

Tax features that save time and simplify your tax filing work. Prepare your tax filing in minutes instead of days.

  • Configure fiscal numbers sequences.
  • Download format 606, 607, 608 TXT files.
  • Track tax on-payment and tax withholding.
  • Tax reports for easy end-of-month filing.
Learn more
Platform & Tools

Manage all your clients in one platform.

Avoid working with multiple hard-to-use software, get all your clients organized in a single user-friendly accounting platform.

  • Work in sync with clients in one platform.
  • Work with your clients data at anytime.
  • Get tools to simplify your tax work.
  • Save time and serve more clients.
Cashflow's account switching feature screenshot.
Focused small business woman studying a course on Cashflow via her laptop
online training

Get training to become an expert.

Learn how to use Cashflow products to get more work done in less time. Get access to online training videos and self-paced courses.

Learn more
Get Started Today

Ready to get started?

Let’s get your business running the right way. Get smart tools to help your business grow.

Our team is ready to help you get started in Cashflow.

Frequent Questions

Can I manage multiple clients' accounts from a single platform?

Absolutely! With Cashflow, you can manage all your clients from one single platform. It saves time and improves efficiency as it enables you to switch between different client accounts with one-login access.

Does Cashflow automate bookkeeping tasks?

Yes, it does. Cashflow helps you avoid tedious manual work with its powerful accounting tools. It automates a range of bookkeeping tasks, including journal and adjustment entries, making your work easier and more efficient.

Can I reconcile bank accounts in Cashflow?

Absolutely! Cashflow provides a powerful bank reconciliation tool. This feature helps in comparing your bank statements with your accounting records, identifying any discrepancies, and resolving them. This not only minimizes errors but also ensures your clients' financial information is precise and up-to-date.

Can I customize the chart of accounts with Cashflow?

Absolutely, Cashflow is highly customizable, allowing you to adjust the chart of accounts to match your clients' unique needs. You can add, edit, or delete accounts as necessary. Plus, you have the option to map these accounts to different transactions. This means Cashflow will automatically categorize transactions to these mapped accounts, simplifying the accounting process and minimizing manual work.

Can I run income statements, balance sheets, and cash flow statements in Cashflow?

Yes, Cashflow provides detailed financial reports including income statements, balance sheets, and cash flow statements. These reports can help you get a comprehensive understanding of your business's financial health.

Can I import data from my previous accounting system into Cashflow?

Yes, Cashflow provides data import capabilities. This means you can transfer data from your previous accounting system, making the transition to Cashflow seamless and straightforward.

Can I customize Cashflow to fit the needs of my clients?

Absolutely! Cashflow is flexible and versatile, making it suitable for various business types including retail, services, wholesale, and businesses managing inventory. Its settings can be tailored to meet specific needs, ensuring a personalized fit for your clients' unique business models. With this customizability, Cashflow becomes a comprehensive solution for diverse client requirements.

Can I manage user access and permissions with Cashflow?

Yes, with Cashflow, you can manage user permissions. This feature allows you to control who has access to sensitive financial data, enhancing your business's security.

Does Cashflow support multi-currency transactions?

Yes, Cashflow supports multi-currency transactions, making it easy for businesses that deal with international trade to manage their finances effectively.

Does Cashflow provide training to help me master the software?

Absolutely! Cashflow offers a comprehensive suite of training resources. This includes access to online training videos and self-paced courses to help you become an expert at using the platform and get more work done in less time.

What kind of support does Cashflow offer?

Cashflow prides itself on providing excellent customer support. This includes live chat and email support during labor hours to address all your queries and issues promptly and effectively.

Does Cashflow offer a transaction history for audit trails?

Yes, Cashflow provides an audit log or transaction history feature. This allows you to view all changes made to a transaction over its lifecycle, including who made the changes and when.

Can I lock periods in Cashflow to secure finalized data?

Absolutely, Cashflow provides period locking functionality. This allows you to close periods and prevent further changes, ensuring your finalized financial data stays accurate and consistent.

Can I integrate Cashflow with other productivity and financial tools?

Absolutely, Cashflow is designed to work seamlessly with a variety of tools. We are connected to Zapier, which connects Cashflow to over 2000+ other business apps. This allows you to create streamlined workflows and automate tasks between Cashflow and the other tools you use for your business. So, whether you need to connect to your CRM, marketing platform, or any other software, Cashflow has you covered.

For more info visit our integrations page.

How does the Partner Program work with Cashflow?

Cashflow's Partner Program is designed to help you grow your accounting firm and work more efficiently. With one-login access, you can manage all your clients in one place. Plus, you get a free account for your firm. The program also provides you with an advanced accounting and tax toolset to streamline your operations. In addition to these benefits, you can earn 10% recurring commissions, contributing to your firm's revenue growth.

Does Cashflow offer a trial period?

Yes, Cashflow offers a 14-day free trial for all signups. Additionally, freelance bookkeepers, independent accountants, and accounting firms get an extended 30-day free trial. Even better, their account remains free once they signup their first client into the platform. This gives you ample opportunity to explore and evaluate Cashflow's features before making a commitment.