We know it’s a challenging time right now so as part of our partnership with the ACCA we’ve put together some useful resources to help you help your clients. You can count on us to support you in understanding the right technology to get you through this.

Covid-19 Special Offers

AccountancyManager are offering 3 months free use to new customers, plus existing customers can add unlimited new users, again at no cost for 3 months.

Capitalise are offering accelerated digital training & nothing to pay until June to help you better support your SME’s with access to finance during these times.

Chaser have lifted the limits on their accountant and bookkeeper price plans so you can introduce Chaser to any clients. They’ve also launched a cash flow recovery initiative where the Chaser team (with decades of combined experience in best practise credit control) are being redeployed to provide essential support to you – taking over your invoice chasing in order to get cash in the bank as quickly as possible, without demanding customer relationships.

Clarity have introduced a COVID19 Care Call System, a simple, easy to follow step-by-step guide for your team to use to start valuable and efficient conversations with all your clients, plus 50% off for 3 months on any of our partner programmes for new customers, and the same for existing customers who upgrade.

Expend our offering free access for 6 months for teams of up to 20 users to all new customers.

Figured are offering their business planning tool ‘Scenarios’ for £5 per month, reduced from the usual £20 per month, to help accountants supporting agricultural clients.

Float are offering extended free trials & full access to their cash flow forecasting tools until 31/5/2020. In addition they’re offering a free upgrade to all existing Float partners to the next tier of pricinguntil the 31st of May this can be accessed via support@floatapp.com.

Futrli are offering 3 months Free Flow Pro, giving access to invoice protection insuring up to 90% of your invoice value. This can be accessed using the discount code: COVID_AAD. Alongside this they are providing simple, clear tactics for all accountants to advise their small business clients through COVID-19. In addition they are increasing all of their existing account subscriptions to unlimited organisations free of charge to ensure accountants can help every one of their clients. To access this email helen@futrli.com.

GoProposal have extended their free trial period to 60 days rather than the standard 30.

Karbon are offering a free COVID-19 Rapid Response kit to all accounting firms using Karbon. This includes a detailed set of templates tailored to the UK.

Lightyear are offering all new customers who sign up a complimentary consultation, and free unlimited use of Lightyear until 31st May 2020.

Pleo are offering 3 months free, with the offer ending on April 30th.

Practice Ignition are offering 50% off for the first 3 months on all plans for new customers who are members of App Advisory Plus

Receipt Bank have made their communications feature free to partners for 3 months. They are also offering complimentary 90 minute product training sessions with a product specialist.

Satago are offering free use of the product for 3 months with no commitment or tie in to a long term contract, cancellation at any time. To redeem this offer go to their website, create an account and enter the code:

  • NextThreeFreeACCT (for accountants), or
  • NextThreeFreeSME (for businesses)

Scoro have added Task Matrix as a free add-on feature for all existing customers. The aim is to help our customers maintain control and productivity as they adjust to working in changed conditions

Xavier Analytics are offering 50% off for 3 months as part of their Turn the Tide program. Over the next 12 weeks the Xavier team are also going to be introducing a number of “Turn the Tide” strategies, tips and techniques to help our accounting partners effectively assist their clients. Check out Turn the Tide to get the discount or email turnthetide@xavier-analytics.com.

Zapier are offering a 3-month credit for starter plans for qualifying businesses.

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Covid-19 App Webinars and Educational Resources

On Demand | Confidence in times of Uncertainty

Watch our webinar recording to hear Will Farnell and Phil Hobden discuss how you can use Capitalise to help your clients through these challenging times.

  • What should you be doing to support your SME clients?
  • What are lenders doing to support SMEs?
  • What does the post Covid-19 world look like for accountants?

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Confidence in times of Uncertainty by Capitalise. This ‘live’ resource highlights the latest financial support available to businesses.

17 (and growing) resources to help accounting teams for working remotely by Karbon.

Support for businesses and their cash flow during Covid-19 by Chaser includes 8 best-practise email templates to empathetically but effectively chase customer payments during Covid-19.

Float have created a Covid-19 Cash Flow Resource Hub.

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Great Free Versions of Apps

10to8 Booking – Appointment scheduling. The free plan includes:

  • Client self scheduling
  • SMS included
  • 100 appointments/month
  • 2-way calendar sync with Google, iCal, Office 365, Outlook, and Exchange
  • 2 staff logins

Acuity Scheduling – Appointment scheduling. The free plan includes:

  • Client self scheduling
  • No reminders
  • Unlimited services and appointments
  • No calendar sync
  • 1 staff login

Calendly – Appointment scheduling. The free plan includes:

  • Calendar integrations with Google Calendar, Office 365, Outlook and iCloud
  • Schedule unlimited events
  • 1 event type
  • Personalised Calendly link (e.g. calendly.com/janedoe)

Capsule – CRM and Basic Task Management. The free plan includes:

  • 250  contacts
  • Calendar and task management
  • Pipeline and customisable sales mil
  • Store emails in Capsule + Gmail add-on
  • Zapier integration but no accounting integrations

Chargebee – Subscription management. The free plan includes:

  • Payment Pages
  • Full API Checkout
  • 1 Gateway per Payment Method
  • Pricing Models
  • Dunning
  • Customer Portal
  • Single Tax Region

Fergus – Field service management app. The free plan includes:

  • Unlimited users
  • 10 Jobs per month
  • 3 Invoices per mont
  • See last 14-Days of Notes & History
  • Accounting Software Integration
    (excl. supplier docs)

Fluidly – Cash flow forecasting, credit control, and funding. The free plan (Fluidly Lite) includes:

  • Insight report
  • Portfolio view for accountants
  • 3 months cash flow forecasting (for all clients)
  • Scenario planning (for all clients)
  • Credit control (for all clients)
  • Funding access (for all clients)
  • 1 user (excluding accountant)

Harvest – Time tracking and basic project management tool. The free plan includes:

  • 1 person
  • 2 projects

Zapier – Task automation software. The free plan includes:

  • 5 single-step Zaps live at any time (more can be in draft)
  • 15 minute update time

Zoom – Video conferencing. The free plan includes:

  • Host up to 100 participants
  • Unlimited 1 to 1 meetings
  • 40 mins limit on group meetings
  • Unlimited number of meetings

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