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.