Support
Upgrading
Creating an account

Registering for an account

In order to use CashCalc to create forecasts and reports for your clients, you will first have to create an account.


Simply hit the Register button in the top right corner of the screen and follow the instructions.


That's it! We'll then send you an email with your password to get you logged in.


Troubleshooting

If you don't receive an email from us within 10 minutes, it's possible that the message ended up in your Junk folder.


If this isn't the case, you can follow these steps to request our assistance.


  1. Click "Forgot password" on the login page.
  2. Click "I still don't have my password".
  3. Fill out the short form, giving as much detail as possible and providing your email address or telephone number.


Our team will be alerted to your issue and we'll be sure to get back to you with a solution as soon as possible.

Support
Upgrading
Upgrading your account

Upgrading your account

Upgrading your account couldn't be simpler. We've outlined the process below.


Once you're logged in to your account, go to 'My Account', and then to 'Plans' on the left side.


From the 'Plans' page, you can choose to trial and buy the different CashCalc modules. You can find our new pricing structure, here.


Please take note that the 'Cashflow & Onboarding' module is a core plan, and must be added to your account before you can trial or buy our other optional modules.


You'll be taken to the website of our payment partners, GoCardless, in order to complete the payment. GoCardless are a Bacs approved bureau and simply an intermediary for setting up Direct Debits. They are also authorised and regulated by the FCA.


You'll be asked to enter an email address, name, billing address and your bank account details. Note that the email address and name entered do not need to be the same as for your CashCalc account.


Once you've completed this process you'll be directed back to CashCalc and will be instantly upgraded full access.


Bespoke Branding

Once you've upgraded you'll become eligible for Bespoke Branding. This replaces the CashCalc logo throughout the website and across every page of every report you create.


Simply drop us an email at info@cashcalc.co.uk with your logo attached and we'll set this up for you.


Any format of image will do, but the larger the image the better when it comes to how this will look on your reports.


What is cashflow planning?

Once you're a CashCalc Premium user, you can request a branded 'What is cashflow planning' - client facing - video, which you can embed onto your firm's website.




Multiple licences

If you're a firm looking to upgrade with multiple licences, you may wish to read more about our additional log-in policies. This becomes available once you upgrade your account and allows additional advisers or paraplanners to be added to your account and share clients.


Troubleshooting

With any issues you have have related to upgrading, simply get in contact with us at info@cashcalc.co.uk. Our team will get back to you at the earliest possible opportunity.

Support
Upgrading
Setting up bespoke branding

Setting up bespoke branding

To get started on applying branding to your account, e-mail us using the address info@cashcalc.co.uk and attach an image of your company logo. We ask that you send the largest image you have available in order to receive the best possible outcome. If the image can't be used, we will contact you to work out a possible solution.


The process is usually very smooth but will generally take no longer than 24 hours during the working week; branding requests sent on the weekends will be processed on the following Monday.


After the branding has been completed, we will send an email to let you know along with a link to a personalised log-in page featuring your company logo.


What is cashflow planning?

Once you're a CashCalc Premium user, you can request a branded 'What is cashflow planning' - client facing - video, which you can embed onto your firm's website.



Support
Upgrading
Your 28 day free trial

Your 28 day free trial

When you create a CashCalc account you will automatically be placed onto a FREE 28 day trial. This allows you to use the entire suite of calculators from the very beginning, without the need to enter any card details or payment information.


As a trial user you will have full and unrestricted access to all of CashCalc’s features and modules. You can take a trial or CashCalc's different modules, here.


Throughout the trial period you will have the opportunity to upgrade your account and continue using CashCalc with no restrictions beyond the 28 days. The cost of upgrading is £50 + VAT per-month with no contracts or tie-ins.


If after the 28 days you decide CashCalc is not for you, that’s completely fine. You will not lose any forecasts and still have access to all your clients. However you will lose access to CashCalc's suite of tools..


For more information on our new modular pricing, please visit the Pricing page.



Support
Upgrading
Account Sharing

Account sharing

Under our Terms of Business, only the registered account holder is authorised to make use of CashCalc's services and outputs.


We prohibit a user sharing their account details with another person(s), or producing cashflows or reports for another member of their firm.


Users are required to add the appropriate number of licenses for the persons that are making use of CashCalc's services and outputs, at the appropriate level of working (Adviser/ Paraplanner).


When a premium account is created it is designed for a single non-transferable licence for a single user; the same can be said for the group premium accounts.


CashCalc support teams actively monitor behaviour which we find in contrary to our Terms of Business, and failure to add the appropriate number of licenses at the level of working (Adviser / Paraplanner) may cause the account to be deactivated.


How to add additional logins

To add an additional user login, log-in to your CashCalc account and click 'Add a login' at the top of the Dashboard.


Here, you can add an Adviser or Paraplanner license to your group package, which will automatically update your monthly CashCalc subscription.

Support
Upgrading
Adding additional Log-ins

Adding additional Log-ins

Firms with more than one planner who would like to use our tools can add additional log-ins on a per user basis. By adopting multiple accounts you can add additional log-ins for planners at a reduced rate and gain access to the Group Control Panel which provides useful management information and tools to help monitor how your planners are working.


The pricing for extra accounts is as follows:


  • £41 + VAT for each additional Adviser account
  • We do not charge for the addition of Paraplanner accounts as these do not have the ability to produce reports under thier own name.(Paraplanner licenses are limited to 1 per Planner account)

If you're a new user, the new modular pricing structure is as follows:

  • Cashflow & Onboarding (Core) - £50 + VAT per-adviser, per-month
  • TVC & APTA (Optional) - £30 + VAT per-adviser, per-month
  • Pension Tools (Optional) - £30 + VAT per-adviser, per-month
  • Investment & Other Calculators (Optional) - £30 + VAT per-adviser, per-month
  • Inheritance Tax Calculator (Optional) - £30 + VAT per-adviser, per-month


What does having multiple accounts offer?

Additional accounts have many useful features apart from saving you money:


  • Once branding is established any user added to the Group will automatically be branded and ready to start producing personalised reports.
  • The Group Control Panel allows for the monitoring of the performance of the planners including how many clients they have and how many forecasts they have produced.
  • Planners can be assigned to forecasts across accounts to allow the change of names on the reports produced.


In this video, our director, Ray Adams, talks about how to add additional accounts:



Support
Upgrading
Your Group Premium control panel

Your Group Premium Control Panel

In this video, our director, Ray Adams, talks about what can be done in the Group Premium control panel: