Tofte
For consultants

Every client's compliance, in one place.

If you help Minnesota cannabis businesses get licensed and stay compliant, Tofte gives you one place to do that work for all of them. Each client keeps their own workspace and their own records. You get one view across every account you manage.

Wherever your client is, you can start there

Getting licensed.

Build a client's Final Plan of Record from their own documents. Every drafted answer points back to a source, and nothing is final until the client approves it.

Just licensed.

Set up procedures, training, duties and records so the business is ready for its first inspection, not scrambling before it.

Already running.

Move a client off binders, inboxes and shared drives into one record they can hand to an inspector within the 24 hours the rules allow.

How it works

1

Apply.

Tell us about your practice. Sam reviews every application himself.

2

Bring your clients in.

Set up a workspace for a client and send it over to accept, or have a client add you to the workspace they already have.

3

Work across all of them.

Your clients page shows every account you manage, what is due, and what needs attention. Move from one client to the next without signing out.

4

Hand it back anytime.

When the engagement ends, the client keeps everything you built together.

Full working access, on the client's terms

Inside a client's workspace you can do the work, not just watch it: write and edit procedures, build training, invite their staff and advisors, draft Plan of Record answers, and put together the inspection packet.

Your clients are yours

We will not pitch our own compliance officer service to your clients. Tofte is the tool you work in, not a competitor for your engagements.

One plan for your licensing work

Consultant plan: $299 a month. Covers two clients while you get them licensed. Each additional client in licensing is $149 a month, half the price a business pays on its own.

  • A client counts toward your plan only while they are in licensing. When their license is issued, they come off your bill.
  • Once licensed, the client moves to their own compliance plan, starting at $149 a month, and pays us directly. You can stay on their team at no extra cost.
  • If a client stops working with you before they are licensed, they can carry on in the same workspace on their own plan.
  • 30-day free trial, no payment details to start.

Founding consultants: the first five approved consultants pay $99 for each additional client for their first year.

The client owns the workspace

The workspace and the records always belong to the client, even while you are paying for it. If they switch consultants or bring the work in-house, nothing has to be rebuilt.

That is good for them, and it is good for you: clients are quicker to say yes when they know they are not locked in.

Questions consultants ask

Do my clients pay for Tofte while I'm getting them licensed?

No. Your plan covers them. After they are licensed, they move to their own compliance plan, starting at $149 a month.

Can I see my client's security plan?

Only if they choose to let you. Restricted documents are walled off from consultants by default.

What happens if a client stops working with me?

Your access ends and their records stay exactly where they are. They can run it themselves or bring in someone new.

Can I bring my own team?

Yes. You can invite staff and advisors into a client's workspace, and the client sees who they are.

Will Tofte try to sell my clients its own compliance service?

No. We will not pitch our compliance officer service to your clients.

Bring your clients into one record.

Apply to work with Tofte as a consultant. It takes a few minutes, and Sam will be in touch.