The software choice that affects your whole client base
When an accounting firm recommends software to a client, they're not just making a product decision - they're making a workflow decision that will affect every interaction with that client for years. The software needs to work for the client (who may have limited accounting knowledge), for the accountant (who needs reliable data and efficient access), and for the relationship between them.
Over the past few years, a growing number of NZ and Australian accounting firms have been recommending CashManager Cloud to their small business clients. Here's what's driving that shift.
Simplicity that clients actually use
The most common problem accountants encounter with client bookkeeping isn't the wrong software - it's software that clients find too complicated and stop using properly. When a client is overwhelmed by features they don't need, they fall behind on reconciliation, make categorisation errors, and deliver messy records at year end.
CashManager Cloud is deliberately simple. It covers the core tasks that small NZ and Australian businesses actually need - bank reconciliation, invoicing, GST, basic reporting - without the feature bloat that makes some platforms intimidating for non-accountants. Clients who find it approachable use it consistently, which means cleaner books and less remediation work for their accountant.
Simple for clients doesn't mean limited for accountants
CashManager Cloud gives accountants full access to client data, reporting, and transaction history. The simplicity is in the client-facing interface - the underlying data is complete and accountant-ready.
Real support - for clients and accountants
One of the most consistent pieces of feedback from accountants who recommend CashManager is the quality of support. When a client calls with a question, they reach a real person in NZ or AU - not a chatbot or an offshore call centre. That matters when a client is confused about a GST transaction or can't figure out why their reconciliation won't balance.
It also matters for accountants. When you have a question about how a specific transaction should be handled in the software, or you need to understand why a client's figures look a certain way, being able to call and speak to someone who knows the product deeply is genuinely valuable.
Accountant partner pricing
CashManager Cloud's accountant partner programme gives New Zealand accounting firms a meaningful commercial option for straightforward client bookkeeping. Firms subscribing on behalf of clients can access preferential partner options, resulting in a cost of NZ$15 including GST per month per client.
Partner subscriptions are held by the accounting firm and billed monthly, making them easier to manage across a client portfolio. Contact the CashManager team to confirm the current arrangement for your practice and client mix.
| Subscription approach | Current price | GST treatment |
|---|---|---|
| Direct small-business subscription | $20/month per entity, plus available modules as needed | Includes GST |
| New Zealand accounting-firm partner option | NZ$15/month per client | Includes GST |
Built for the NZ & AU context
CashManager became a Kiwi company in 2000 and now serves small businesses in New Zealand and Australia. The software is built around local tax rules, GST, bank feeds, and financial year structures for both markets. There's no adapting a global product to local requirements - it was designed for this part of the world.
This matters in practice. CashManager Cloud supports GST preparation and EziFeed automatic transaction imports for supported New Zealand banks. Australian automatic bank feeds are coming soon.
Getting started as a partner
Becoming a CashManager Cloud partner is straightforward. There's no lengthy accreditation process or minimum commitment. You register your firm, access partner pricing immediately, and can start recommending the software to clients right away.
To find out more or register your firm, visit the For Accountants page or call us on 0800 707 111. We're happy to answer questions and help you assess whether CashManager Cloud is a good fit for your client base.