Getting Started | Support | CashCalc

Getting Started

Account Basics

Creating an account

Changing your password

Resetting your password

Editing your account details

Upgrading your account

Setting up bespoke branding

Adding additional log-ins

Signing out of CashCalc

Deactivating your account

Your 28 day free trial

How to integrate with other platforms? (Video)

Integrating with other systems

Account Sharing

Create Bespoke Templates

Adding and Managing Clients

Adding a client

Editing existing clients

Adding joint clients

Sending a Data Capture Form

Deleting a client