Help center

Set up your account, add your first client and track your first grant.

What's due this week and how your applications are going.

Add, find, archive and delete the organizations you write grants for.

Details, Grant readiness, Documents, Text library, Eligibility profile, Programs, Government grants and Grants for one client.

New grants recommended for each client, and how to choose what gets recommended.

Search every open federal grant on Grants.gov and every open California state grant.

Research private foundations by what they've funded, keep track of the ones you work with, and start an application to one.

The grants you're working on: statuses, filters, adding, moving and exporting.

The Application score, eligibility, Go/No-Go, the Application section, the proposal, the award, notes and documents for one grant.

Draft with the AI tool you choose, check what it writes, follow the funder's rules on AI and keep a record.

Every deadline, milestone and report due across your clients, by month or as a list.

Write proposals, letters and narratives on a Word-style page, find them by client, grant or foundation, fill in your data, and save them as Word or PDF.

Deadline reminders and changes to the grants you follow.

Your sign-in details, who you find grants for, the daily email, your plan, payment method and invoices.

Invite colleagues, choose what each person can do, let a client follow their grants and approve proposals, and give people tasks.

Take a break for up to 3 months without being charged, or cancel. Your work is kept either way.

The IRS form that gives a funder your organization's legal name and tax ID before it pays you.

The IRS letter that shows your organization is tax-exempt, and how to get a copy if you can't find it.

The yearly IRS return most tax-exempt organizations file, and why funders read it.

Your whole organization's planned income and expenses for the year, and how it differs from a project budget.

What an audit, a review and a compilation are, and when an audit is required.

Who governs your organization, and what funders look for in the list.

The free federal registration you need before you can apply for a federal grant.

The steps from registering to the award and reporting, and what to expect at each one.

What the phrase means, and how to get an invitation-only foundation to notice your organization.