Float Launches Revamped Partnership Programme

Float Partnership Programme

The programme will enable firms to provide clients with a more insightful advisory service.

Float has launch a revamped accountancy partnership programme, including a new Platinum tier, which offers unlimited licenses.  

The cash flow forecasting firm, based in Edinburgh, said the programme will enable firms to provide clients with a more insightful advisory service through its industry leading real-time cash flow forecasts.  

Float’s partner programme is aimed at progressive companies and early adopters of accounting cloud software, which are looking for ways to enhance and differentiate their advisory services following the introduction of Making Tax Digital.  

Cash Flow Planning 

Partners can access powerful features such as scenario planning to help clients prepare for the future using financial data.  

Through a series of ‘what if’ scenarios – which can include a range of possible business scenarios such as new hires or lost customers – Float users are able to plan, budget and make more informed decisions for their business. 

Partners will be able to leverage Float as a value-added service to help with day-to-day client services and client acquisition/retention, while Platinum partners will also be featured on the company’s website as a recommended partner.  

This could help Float’s existing users, who are increasingly seeking recommendations when searching for cloud-competent financial advisors, the company said.  

Float CEO and founder, Colin Hewitt, said: “MTD will level the playing field for everyone and make digital accounting the new normal.  

“Firms that want to thrive in this environment need to take that extra step and prove the offer better advisory services and can use the latest technologies to solve the most complex challenges facing clients.” 

Making Tax Digital is a key component of the Government’s plans to make it easier for individuals and businesses to ensure their tax affairs are in order and improve efficiency in the tax system.

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Hewitt added: “Having spoken with firms to understand their priorities and challenges, we think they will love our partnership programme and the prospect of offering their clients more accurate and less time-consuming cash flow forecasts and scenario planning.  

“After all, what business leader isn’t kept awake at some point by their cash flow challenges?” 

Hilary Dyson, cloud accounting senior manager at Anderson Anderson Brown (AAB), which was one of the first firms to sign up to the Platinum tier of the programme, said: “Float is a powerful tool for cash flow forecasting and this programme means we can roll it out to our entire client base hassle free.”

As well as discounted licenses, joining the Float partner programme provides firms with a number of benefits, including:

  • Unlimited staff logins
  • Priority online and telephone support
  • 10 ‘what if’ scenarios per client company
  • Training sessions for firms to ensure key staff get the most value from Float
  • Marketing strategy and support
  • Training webinars and onboarding direct with clients
  • 10 Float users per client company

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