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What separates you from others.

We focus on helping you to make useful content more accessible with an utlimate goal for a good sharing profit as a content creator.

Share tools quickly and confidently in minutes
01.

Share tools quickly and confidently in minutes

This powerfull tool eliminates the need to leave Salesforce to get things done as I can create a custom proposal with dynamic pricing tables. You can also customize your own dynamic versions.

Connect every part of your entire business
02.

Connect every part of your entire business

Keep data consistent, with native CRM integrations that streamline your entire Tool workflow.

See all integrations
Maintain compliance and control your apps
03.

Maintain compliance and control your apps

Improve security and trust with built-in legally binding e-Signatures. Create pre-approved templates, content blocks and lock all legal information to prevent costly mistakes.

Review quickly and confidently
04.

Review quickly and confidently

Get real-time access to approvals, comments and version tracking. Smart features like variables and conditional logic help you eliminate Tool errors.

Review quickly and confidently using Lexend.

Proposals

Share Tools in minutes with pre-built, customizable templates.

Quotes

Find out in real time when they’re opened, viewed and signed.

Contracts

Use our native CRM integrations to pull customer data into your Tools fast.

eSignatures

Keep your data secure with our legally-binding e-Signature software.

Forms

Share via direct link or by embedding them on your website, no coding necessary.

Payments

Collect them instantly right from your contract, while increasing your close rate by 36%.

Frequenlty asked questions:

What clients said:

“AFP is the most amazing software I have ever used. It exports the GIFI to my Tax prep software in one button! Customer service is without a doubt impeccable! Highly recommend this professional product.”

Terri Huggins
Senior Accountant / President, Business Management Services

“I have been using Accounting for Practitioners for sometime now and I cannot think of a better program for accountants for their working paper files and the schedules and reports it produces and the ease of transferring the data to my tax program.”

Rose Griffiths, CPA
RG Accounting

“AFP is the backbone of our practice. It is easy to learn, flexible and all encompassing. The support is an added plus. We have been using it since 1993 and couldn’t work without it.”

Rodney N. Goetz, FCGA

“AFP is fantastic! It works directly with my working papers into the tax return. Seamlessly and flawlessly. And, the customer support is without compare!! Thank you!”

Emily C. Larimer, CPA, CGA

“I like Pro-Forma Plus because of its ease of use, logical formatting and detailed schedules.”

Rick Gagner, CMA
Rossdown Natural Foods Ltd.

“I tried building my own, but it was taking forever. Our outside accountants were using the software and that’s why I bought it. I found it powerful, intuitive and very easy to use. It has all the macros in it, everything is in it – I just had to put in the right settings. The documentation was very straightforward – just very easy to use. I’d recommend it for sure. It’s a great tool.”

Grayson Moore
Controller, Jones Feed Mills

“What we needed was a comprehensive model that would give us an income statement, balance sheet and cash flows for at least five years. The integration of your model – the fact that it brought all the parameters into play, gave us the control to do that, and cascaded that through the model was a real plus. It was easy to learn and more user-friendly than a lot of stuff I’ve used in the past.”

John Kovacs, MBA
Director of Finance and Operations, Culinary Destinations

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