Know a business owner who’d benefit? Send them your link. When they become a
paying subscriber, you get 3 months free, added to your account automatically.
Months are added once the business you refer has paid for a full month.
Monthly: credit covers your next 3 bills. Annual: a credit note for 3 months comes off your next renewal.
No cash alternative. All the rules.
Action log
Your adviser’s access
Your adviser sees only what you allow here, tool by tool.
Can view lets them read what your company has saved in that tool.
Can view and edit also lets them save a new version for you — for example
completing your Financial Health Check from your accounts. Each version says who saved it,
and your earlier versions are kept. They never see anything private: Retirement plans,
key person notes, or anything about your staff — Week by Week, 360 feedback,
assessments, coaching, people management, exit and staff opinion surveys.
You can change or withdraw access at any time.