Everything you get as a HelloBooks Partner. Designed for accounting professionals who want to expand their services without adding overhead.
Core benefits (all tiers)
- Recurring revenue — up to 20% commission for up to 24 months per client. Paid monthly, transparent in your dashboard.
- Qualified leads — featured in the Partner Directory with 1,000+ monthly searches, filterable by location, expertise and tier.
- Free platform access — full HelloBooks.ai access for your practice at no cost, with unlimited usage.
- Expert certification — official certification and LinkedIn-verified digital badge.
- Priority support — email for Bronze/Silver, phone + email at Gold, premium at Platinum.
- Analytics dashboard — real-time tracking of clients, commissions, referrals, and performance.
Tier-specific benefits
| Benefit | Bronze | Silver | Gold | Platinum |
|---|---|---|---|---|
| Partner Portal | ✓ | ✓ | ✓ | ✓ |
| Directory listing | Basic | Basic | Featured | Featured |
| Marketing resources | ✓ | ✓ | ✓ | ✓ |
| Beta features | — | ✓ | ✓ | ✓ |
| Co-branded materials | — | ✓ | ✓ | ✓ |
| Dedicated account manager | — | — | ✓ | ✓ |
| Co-marketing campaigns | — | — | — | ✓ |
| Product roadmap input | — | — | — | ✓ |
| Commission rate | 10% | 12% | 15% | 20% |
| Client discount | 5% | 10% | 15% | 25% |
What partners actually use most
Based on program telemetry, the three most-used benefits are the analytics dashboard (opened daily by ~80% of active partners), the marketing resources library (pitch decks and case studies downloaded in pre-sales conversations), and directory leads (Gold+ partners report 3–8 inbound enquiries per month).