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Reach Freemium

Deliver clean, professional financial statements and shareable dashboards at zero cost using Reach Freemium’s ready-to-use templates.

In this article:

What is Reach Freemium?

Reach Freemium is a free tier of Reach Reporting that includes access to pre-built report and dashboard templates. It's designed for your clients who would benefit from cleaner, more professional reporting than what comes directly from your bookkeeping, but doesn't require the full suite of customizable features Reach Reporting offers.
With Freemium, accounting firms can:

  • Share pre-built Free Report and Free Dashboard templates with your clients
  • Provide a standardized reporting experience across your entire client base
  • Keep all clients in one consolidated platform rather than splitting between systems
  • Create a natural upgrade path when clients' needs grow to paid features.


Freemium vs Paid Capabilities

Freemium

  • Pre-built Free Report template
  • Pre-built Free Dashboard template
  • Standard financial statement reporting from connected bookkeeping software (QBO, Xero, QBD, MYOB, Digits)

Paid Account

Getting Started with Freemium

Accessing the Free Report






Accessing the Free Dashboard




If you are not currently a Reach customer:


If you are already subscribed to Reach:

  • Create an additional Reach Reporting account using a different email address than the one associated with your paid account. .
  • Invite the email address associated with the paid workspace to this new free workspace.
  • Use Switch Workspace to move between paid (premium clients) and free (Freemium clients) environments.
  • Keep premium, customized clients in the paid workspace and Freemium clients in the free workspace.

Tip: Freemium clients stay in the free workspace; any client needing paid capabilities should be moved to the paid workspace and upgraded.

Switching Workspaces

  • Click on menu button at the top right of your screen
  • Choose "Switch Workspace"


Upgrading clients from Freemium to Paid

When a Freemium client requires features beyond those available in the freemium subscription, simply move the company to the paid workspace.

Note: Clients can start in Freemium and upgrade at any time. And vice-versa

 

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- Need Additional Help?

Your success is important to us.

Whether you're working as a CFO of a business or part of an accounting firm, Reach Reporting is here to improve your working knowledge of reporting and provide service tips and skills to ensure you're at the top of your game.

We make sure that you have access to staff members that are best suited to help you. We work together to resolve issues and create memorable moments that empower you to enhance your reporting skills.

We are here to listen to you. We understand that using new technology can be frustrating, so we can answer questions or jump on a quick zoom call. Our entire staff has an in-depth knowledge of Reach Reporting and can quickly direct you to best practices to improve your reporting.

We are here focused on providing solutions that save you time and increase your value. We continue to improve each day and look forward to visiting with you. Your communication with us is vital and appreciated.

Please feel free to chat with us by clicking the help chat bubble in the lower right-hand corner of this page.

Reach out to your Reach Reporting Rep and schedule a zoom meeting by clicking the meeting link in their email signature.

Or schedule to join our onboarding webinars


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Reach Reporting is dedicated to helping provide a knowledge base that is easy to understand and informative. If you still have questions that have not been answered, please let us know by emailing support@reachreporting.com, chatting with our support team, or calling us at (877) 467-7637. We are here to ensure that you have a positive experience with Reach Reporting, as we want to continue to be the reporting solution you trust.

Need more access to Reach Reporting Resources?

Reach Reporting has a wealth of knowledge and a robust online community to support you as you create reports that provide powerful insight. Please look into the following resources.

Reach Reporting Blog: We add blogs to our site every month to give you great information in a fun and friendly manner.

Case Studies: We interview one company per month to help our clients highlight how they are using Reach Reporting and how it is improving their services and firm offerings. These case studies are invaluable to our community.

Knowledge Center: From simple to complicated, we provide step-by-step guidance to utilize every aspect of Reach Reporting in our robust knowledge center.

Video Tutorials: We know watching is sometimes easier than reading, which is why all of our tutorials are video-based in the video tutorial section of Reach Reporting and Youtube.

Social Networks: Join us on FaceBook, LinkedIn, Youtube, and Twitter.

Competitor Comparisons: We have looked at all the reporting solutions on the market. We provide you with an in-depth look at Reach Reporting compared to some of the strongest competitors out there on our competitor comparison page.

Monthly Newsletter: Go to the footer of reachreporting.com and sign up to receive the Reach Reporting newsletters delivered directly to your inbox. Our newsletters cover tips and tricks, current events in accounting, strategies to improve your advisory services, and much more.

We look forward to helping you build insightful reports,

The Reach Reporting Team.