As a Profit First Professional, you can invite clients to the Profit First App using your affiliate link. Once your client creates their account, they can add you as a user within their company profile, giving you the appropriate role permissions to support them with allocations, reporting, and financial guidance. If you are working with multiple clients, be sure to take advantage of our Enterprise Licensing option. Enterprise Licensing offers discounted bulk pricing when purchasing bundles of five licenses at a time, making it more cost-effective to onboard and support multiple clients within the App. This option is ideal for Professionals who want to standardize their client experience, streamline implementation, and scale their Profit First advisory services efficiently. For more information on Enterprise Licensing, you can contact our team or review the available options within your account.
