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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.

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Changing your password

Changing your password

We recommend changing your password as soon as you log in for the first time, for security purposes and to use something more memorable.

You'll need to first log in to do this. Once you're in, click on "My Account" in the bar across the top of the screen.

You'll be presented with a box to change your password. Feel free to leave all other options on this page as they are for now.

Just enter your old password into "Current password" and your new one into both "New Password" and "Confirm new password" options.

Note that your password is case sensitive, so please use caution in this regard.

If you do forget your password at any time, just use the "Forgot password" option on the login page.

In this video, our director, Ray Adams, talks about how to change your password:

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Resetting your password

Resetting a lost password

If you lose your password or simply forget it, there's an easy way to get a new one from us to log back in to the tools.

Simply visit the login page, then click on the "Forgot password" option.

You'll be greeted with a popup box requesting the email address which you used to sign up to CashCalc.

Simply fill in your email address and click Submit. You'll then receive an email from us (usually instantly) with your new password.

Troubleshooting

If you didn't receive the email with your new password, click "Forgot Password" again and then click "I still don't have my password".

A new form will appear for you to fill out and explain to us the situation. Please use as much detail as possible here.

Once this has been submitted, our team will be notified and will get back to you as soon as possible with a brand new password for you.

If for any reason you can't remember the email address you signed up with, please contact [email protected] explaining the situation and we'll be in touch.

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Editing your account details

Updating your account details

Basic account details

To change your password, company details or other information, you can do so on the My Account page.

You'll first need to login. After doing this, you'll see the 'My Account' link near the top of the page.

Here you can change your currency, company name and password with ease. Simply click "Save changes" once you're done for these to take effect.

Changing your account name or email

To change the name associated with your account and your reports or the email address you use to log in, you'll need to get in touch with us.

Please email [email protected] with your request and we'll be happy to help. Please note that the name on your account must be your own name and not that of your company.

Changing Direct Debit details

If you're a Premium user and you need to change the details for your Direct Debit with us, please send an email to [email protected] explaining the situation. Our team will happily help you out and talk you through the steps needed to change your subscription details.

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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 [email protected] 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 [email protected]. Our team will get back to you at the earliest possible opportunity.

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Setting up bespoke branding

Setting up bespoke branding

You are able to personalise your CashCalc account with your company’s branding. You can brand your dashboard, client-facing reports and Data Capture Forms. If used, you will also get a free, fully-branded ‘What is cashflow planning?’ video.

The process to brand your account is simple and straightforward. Click on My Account and select Branding under the Account Settings tab. You can upload your logo in a number of formats, including .PNG, .JPEG, .GIF or .SVG. We recommend that your logo image is at least 600 pixels wide. This ensures that it doesn’t lose quality when being placed onto your reports.

Alternatively, you can email [email protected] and attach an image of your company logo. This process generally takes up to 1 working day.

'What is cashflow planning?' video

Your Bespoke Branding package includes our free ‘What is cashflow planning?’ video – a client-facing video, which you can embed on your company’s website.


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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 gain access to the Group Control Panel which provides useful management information and tools to help monitor how your planners are working.

New users

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

Every individual Adviser licence includes 1 free Paraplanner licence.

Find out more about our new pricing structure, here.

What does having multiple accounts offer?

Additional accounts have many useful features:

  • 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:


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Signing out of CashCalc

Signing out of CashCalc

No matter where you are within CashCalc, there is always be a menu in the top right which you can access by clicking your name.

The button to log out will appear at the bottom of the list which appears.

Similarly, if you're on a smaller screen, simply click the "Menu" button in the top right and click "Logout" from the menu that appears.

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Deactivating your account

Deactivating your account

If you no longer feel that you're getting value for money from your CashCalc account, you can send us an e-mail ([email protected]) requesting that your subscription be cancelled.

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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.



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How to integrate with other platforms? (Video)

How to integrate with other platforms?

In this video, our Director and in-house Chartered Financial Planner, Ray Adams, talks about how to integrate your Transact account with CashCalc:



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Contacting us

Getting in touch with us

To get in touch with us regarding any queries you have about the tools, you have several options.


You can drop an email to [email protected] at any time and we will be in touch as soon as we are able. Both the development team and the financial advisers who provide support for CashCalc monitor the emails, and the relevant person will get back to you.


You can also call the office directly on 0333 300 3489 for any immediate assistance you may need. Our office is open from 9am - 5pm UK time during weekdays (excluding bank holidays).


You can also contact us through Twitter if you prefer - simply tweet or direct message us @CashCalc and we will be happy to get back to you.

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Integrating with other systems

Integrating your CashCalc account with other systems

Intelligent Office: Our 2-way Intelligent Office integration allows you to transfer client info with ease. You can import data from IO or use our Data Capture Forms to complete a full fact find in CashCalc, and then export data to create a client within IO. Click here to learn more


You can also set up your integration via the iO store, as the video below explains:



Enable: Easily push information from Enable into CashCalc, such as: Client Details, Savings & Investments, Pensions, and Other Assets & Liabilities. Click here to learn more


Plum Software: Our integration with Plum Software aims to eliminate the time-consuming task of re-keying client data. By being able to enter a client and corresponding details in one location and have the exact same data replicated elsewhere, we are ensuring the gap between two of the leading software providers has been bridged. Click here to learn more


Advicefront: Integrate your CashCalc account with the client-onboarding software provider, Advicefront, and sync client data across both accounts. Currently being Beta tested. Click here to learn more


Transact: Our integration with Transact allows you to seamlessly pull up-to-date client portfolio information into your CashCalc account. This will save you vast amounts of time not having to re-key data, and therefore streamline the process of creating a cashflow forecast.  Click here to learn more


Watch the video below to find out how to integrate with Transact:



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Your account
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.

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Setting up two-step verification

How to enable two-step verification

Two-step verification (also known as 2-factor authentication) gives you the ability to add an extra layer of security to your CashCalc account.

Enabling it requires you to enter a 6-digit code which is sent to a mobile phone number of your choice, in order to access your account.

To enable two-step verification, first go to "My Account" at the top of your page when logged-in. Click on the "Account Details & Security" tab and scroll down the page until you reach the "Two-step verification" section. Then click the checkbox to enable two-step verification.

Here, you'll be required to enter a mobile phone number. Once done, click the "Send test code" button.

You should receive a code from "CashCalc" instantly to your mobile phone, however, please allow up to 2-3 minutes for the code to arrive. Once you receive the code, enter it in into the textbox and click "Confirm test code".

If the code entered was correct, you should see a success message and the "Enable two-step verification" button should become available. Click this, and two-step verification is now enabled on your account.

Logging in when two-step verification is active

Once two-step verification is active on your account, you will be asked for a 6-digit code the next time you log in.

If for any reason you're having trouble receiving a code, click the blue "Send new code" link to trigger a new code to be sent to you.

When logging in using two-step verification, you also have the option of choosing the "Trust this device" setting.

If you tick this box, CashCalc stores an encrypted cookie on your device so we know not to ask you for a code when you log in in future. Please note however that if you clear your web browser's cookies, you will be prompted for a code the next time you log in.

If you have any questions about two-step verification or you experience any issues, please feel free to contact us by emailing [email protected] or by calling 0333 300 3489 during office hours. We'll be more than happy to help.