Client Services

In order to access the client services area of our website, sign in using the form to the right. If you are having technical difficulties contact our support team so we can better assist you.

Support

Our technical support team can be reached Monday through Friday, 6:00 am to 6:00 pm (Pacific Time).

Phone: (888)765-4939
E-mail: support@financialtools.com

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Training

Whether you prefer classroom, web-based or on-site training, Financial Tools has a training program designed with you in mind. Take advantage of our interactive learning experience allowing CASH Suite to bring invaluable benefits to you and your organization.

 
Regional Training

Regional Training

Our instructor-led classroom training provides a direct and live learning environment to further your performance and knowledge of our software and your analytical skills. Please check our schedule to join us at one of our regional seminars.

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Web Based Training

Web-Based Training

Internet-based training is delivered direct to your computer, including our introductory, tax analysis, and spotlight courses. Toll-free teleconferencing is provided, and our intro and spotlight sessions are complimentary with your active support subscription.

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On-Site Training

On-site Training

Benefit from a custom program tailored specifically to your business needs, conducted on-site at your own facilities. Learn to more effectively leverage CASH Suite to meet your organization’s specific and distinctive needs and objectives.

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