Designed for CFOs, advisers, CPAs and bookkeepers, Dryrun Partner accounts have enhanced user management features to manage the demands of multiple staff and client accounts, while preserving the confidentiality that clients expect from their financial professionals.
Partner account: can be held by a single individual or an individual on behalf of a larger financial organization or business unit.
Two types of entities work within the Partner account: the staff member and the client account.
Staff members: Have varying levels of permissions/client visibility; are free to add to a Partner account
Client accounts: A client account contains all the forecasts for a particular business client as regarded by the Partner firm; a single client account's forecasts may be shared with one or several staff members on the Partner side, and several users on the client side.