Partner Program
Let’s build your custom firm setup.
Book a 30-minute onboarding call with our accounting specialists. We’ll discuss your firm’s specific needs, volume, and map out a custom wholesale pricing plan.
Custom Wholesale Billing
Reduced per-client rates that scale with your firm’s volume.
Hierarchical Account Setup
We’ll help configure your master firm account and initial client sub-accounts.
Dedicated Account Manager
Get direct access to a specialist for complex client mappings and support.
Backed by Awesome Motive
Request an Onboarding Call
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