Managing your clients and subscriptions just got easierManaging your clients and subscriptions just got easier

Managing your clients and subscriptions just got easier

Info
This article is specific to our Inner Circle members. If you are a standard user of Cashflow Manager and you are needing assistance with renewing or purchasing your subscription, please call our customer support team on 08 8275 2000.

As an Inner Circle member, you’re more than just an accountant or bookkeeper—you’re a trusted advisor, helping small businesses succeed. That’s why we’ve introduced new updates to make managing client subscriptions smoother, faster, and more rewarding for you.

The Inner Circle advantage: helping you grow & succeed

The Inner Circle isn’t just about software—it’s about making your practice more profitable and efficient while providing better service to your clients.
✔ More Efficiency – Spend less time on admin and more time on strategic work.
✔ More Profitability – Earn exclusive rebates and commissions with every Cashflow Manager subscription.
✔ More Support – Get priority access to expert resources designed for accountants and bookkeepers.
✔ More Visibility – Be featured on the Accountant Map, connecting you with small businesses in need of your expertise.
With these latest improvements, managing your client subscriptions has never been easier—and that means more time to focus on growing your practice.

Easier purchasing & renewals

We’ve streamlined the process of purchasing Cashflow Manager for new clients and renewing existing subscriptions. 
Our easy-to-follow guides walk you through every step, so you can save time, eliminate admin work, and focus on what you do best.

Centralised subscription management

Your Inner Circle portal is now your one-stop hub for handling client subscriptions. At a glance, you can:
✔ Track all client subscriptions in one place
✔ Monitor renewal dates so nothing falls through the cracks
✔ Upgrade or renew plans instantly with just a few clicks
This means less chasing, fewer errors, and a smoother workflow for you and your clients.

Simplified Inner Circle membership renewal

We’ve also improved the renewal process for your Inner Circle membership to ensure you never miss out on exclusive benefits. 
Stay active, and continue earning commissions, priority support, and special discounts for your clients.

New support resources to help you grow

To make sure you’re getting the most out of these updates, we’ve created a range of practical tools and resources, including:
  1. New to Inner Circle? 
  2. How to purchase Cashflow Manager for a new client
  3. Renewing my Inner Circle membership
  4. How to renew my clients Cashflow Manager subscription
The more seamless your process, the more time you have to focus on higher-value work, grow your practice, and strengthen client relationships.

What’s next?

We’re continuously improving the Inner Circle experience to support your success. Stay tuned for more enhancements designed to make subscription management even more profitable, efficient, and rewarding.


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