Links to Help You Get Started
If you don't have a CashDeck account yet, use the link above to register now.
In a few simple steps, you can set up branding and invite your clients to provide their statements.
How to invite your clients to provide bank statements from directly inside your CashDeck portal. Video duration 2:50 min.
Allow your clients to restrict accounts being shared, to avoid accounts being shared with you unnecessarily.
How to create a re-usable link that can be added to your own email template, external to CashDeck. Video duration 1:48 min.
So, a new request has been sent, and you want to know what step in the process your client is up to. Status notifications will clue you in.
Find out which banks we can securely retrieve your client data from.
When your clients' files have finished downloading, you can download your clients files in a number of different Zip formats. The custom zip also allows you to rename your clients files for uniformity.
Learn how to turn on/off reminder emails in your settings.
Living Expenses Analysis Tools
This article shows you how to make adjustments to your client's report, directly in Excel. There are a number of short videos and a full training webinar recording included.
Note, this covers the original version of the analysis.
This article shows you how to make adjustments to your client's report, directly in Excel. There are a number of short videos and a full training webinar recording included.
Note, this covers the version 2 report.
How to re-enable your clients' requests so that they can add any additional banks/institutions that have been missed. Video duration 2:05 min.
Have more than one completed request that you would like to merge into a single consolidated report? Easily link reports and manage any duplicated accounts using this guide. Video duration 3:31 min.
Want to remove some accounts from your living expense report? Quickly remove accounts and download an updated report. Video duration 3:15 min.
Admin
Set up sharing with other users within your Partner account, giving them access to requests you have created. Video duration 0:54 min.
Want to add another broker or support staff member to your account? Now you can - simply follow the steps on this guide to add new users.
Find out how to get copies of your tax invoice and make changes to your payment method or plan.
Find out what training sessions are available in the coming weeks across a range of different topics. Earn CPD points for participating in accredited webinars.
You can archive old requests to remove them from view, you can also delete requests once they are archived. Find out more on the link above.
Security
The question of security will pop up from time to time in conversation with your clients. It's probably at that point that you wish you had a solid answer to a basic query. The details on the link above will help you with that. Video duration 26:19 min.
Integrations
Connect to one of your favourite 3rd party apps. Is your CRM missing from the list? Talk to us today about our Open API and how to get connected.
Requests created via some 3rd party apps, default to 180 days and allow your client to choose which accounts to share. You can override these settings inside your CashDeck account.
For details about our processes, security, and useful information you might share with your clients, please take a look at this guide.