Adding your business details to the Accountant Map
What is the Accountant Map?
We receive lots of enquiries from our customers asking for us to refer them an accountant that's an expert with Cashflow Manager.To assist with this, we have added a tool to the Accountant Portal allowing you to submit your information to the CFM Map Details section of the Accountant Portal. This information, after verification, will be published on a new map on our website - allowing visitors to our website to quickly and easily find a partnered accountant in their area.
How to join as an accountant?
- 1. Log into the Accountant Portal
- 2. Navigate to CFM Map Details
- 3. Enter your practice's details into the available fields and upload a logo image
- 4. Once you submit, we will review and verify your details. All approved details will be published on our website and added to the map. The map will be viewable and searchable by all our website visitors.
Other important information
- - Cashflow Manager reserves the rights to decide whether the information can be published or rejected.
- - If rejected, you will receive a message informing about the reason for rejection. You shall be able to make amendments and resubmit.
- - If you do not wish your information to be published, please do not fill the form.
- - If you do not wish to continue publishing your details, please remove the image, untick the authority box and submit.
- - Only Active members details will be published.
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