FAQs Membership Is membership just for bookkeepers and accountants? In a nutshell - No... but... Our membership packages focus on bookkeepers and accountants, so we're not in a position to provide the advisory service you would expect from a bookkeeper or accountant. Membership is best suited to bookkeepers or accountants in practice, or to businesses that have an internal accountant. What are the membership options? The membership options are: Silver Membership (free) For those that would like to make use of our bookkeeping and accountancy forums, or access template trials. Gold Membership An affordable way to have the online tools available to you and your clients. Platium Membership To take full advantage of everything we have to offer, this is the ideal membership level for anyone serious. Access to all of the Excel templates and online tools. A New Business Start-Up Package is also available, great if you're just starting out and wanting to get your business off the ground - easy and affordable. Full details of the membership levels can be found on our Membership Packages page. Tools and Templates What tools and templates are available? All of our templates are listed in the menu under "Tools & Templates". Here you will find details of all those currently available for members, on either an individual template basis or as a complete package provided to Platinum Members. Online tools are also available to Gold members. We do have more that have been in development, but usually not finished for release until we see a demand for these. Our Development Desk is available, or we can be contacted directly to discuss other tools or templates that can be provided. How often do you develop your tools and templates? We have a team dedicated to developing tools and templates. Requests via our Development Desk are usually our first priority, otherwise we will be working on larger projects to provide our members in the future as well as a greater range of useful templates. The monthly membership contributions we receive enable us to deliver to you more useful, flexible and powerful tools. Is there a limit to what you will develop? The real limitation we have is with the monthly membership contributions we receive. These contributions go towards development costs - our inhouse team, and outsourced specialists on occassions when needed. The other limitation we have is on the tools and templates themselves. We focus on features and projects that can be used by many members, rather than anything customised for one-person to use only. This is to ensure the greatest value can be provided to our members as a whole. Wherever possible, we do look to cater for all needs in a flexible manner. Do you provide passwords to the Excel templates? We don't provide passwords to the templates for several reasons: It helps protects the intellectual property for us, and for our members contributing towards development; We can not support template changes done by others; Template purchases and monthly contributions allow us to further develop and support these templates; Feedback and requests for features and improvements can benefit all template users; Updates would not be compatible with changes you may make to formulae or VBA programming; and We provide an ongoing development service - so most changes you would need made can be done by ourselves - less work for you and at no extra cost! Other Can I get a credit account with you? Our policy is not to provide credit accounts. By doing so, and protecting ourselves against cash flow difficulties and risk to bad debt we are in turn protecting our service for all members. This also keep our rates low and minimises our administration costs whilst ensuring we can continue to meet our ongoing service and development commitments. Will you give a refund if I'm not completely happy? Yes... we're confident in our tools,templates and the service we offer so if for any reason you are not fully satisfied within 30 days, we will give you a full refund! We do like to know what issues you have or what needs haven't been met as it is a most important part of ensuring we provide you and our other members with a service that works for you and your clients.