Partner Programme Software Tour
Find out more about the KashFlow Partner software
When you join our Partner Programme you get instant access to the Partners Control Panel.
The easiest way for you to get a a good overview of what's included in the Partners Control Panel is to join and take a look. It takes just a couple of minutes and doesn't cost a penny.
Here we give a quick insight into some of the key features.
Client Software
Whilst you use the Partners Control Panel to manage your clients, your clients themselves use our award-winning end user software.
Click here for a 3 minute video tour of the client software.
Client Overview Page
The client overview page, shown below, is available for each and every client you have set up on the system.
It's very easy to choose your colours and you get to see a preview of how it will look to clients before you update your settings. If you need any help in selecting the right colors, your Account Manager is just a phone call away.
Branding
As well as being able to include your logo, you can also change the colours used in the client application.
Resources
The Resources section doesn't offer anything that isn't available elsewhere on the web. Instead we've brought together a number of resources all in one place in an attempt to make your life easier.
From the Resources section you can perform searches at Companies House, download various forms in PDF format (288a, etc) and form new limited companies in minutes.
We welcome suggestions for any additions to the Resources section or any other area of the Partners Control Panel.
Standard contact details are shown at the top-left of the page. At the top right of the page you can see information about the account such as when it expires and when they last logged in. So if a client isn't keeping on top of their bookkeeping, you'll know about it.
The buttons at the bottom of the page give you access to various reports such as a Trial Balance, Sage Exports and an editable list of Nominal Codes.
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