A dedicated partner support team, faster response times at higher tiers, and compliance guardrails so you can confidently recommend HelloBooks to regulated clients.
Support channels by tier
| Tier | Channels | First-Response SLA |
|---|---|---|
| Bronze | Email, knowledge base | 24 business hours |
| Silver | Priority email, KB | 12 business hours |
| Gold | Phone + email, dedicated AM | 4 business hours |
| Platinum | Premium — phone, email, chat, AM | 2 business hours |
What support covers
- Partner-side: portal access, MFA/SSO, commission and payout questions, certification and training access, directory listing and lead routing
- Client-side escalations (via you): product bugs, data migration edge cases, integration sync failures, billing disputes
Compliance & risk
- Data residency: US, EU, or India clusters — matching HelloBooks’ regional clusters
- End-to-end encryption at rest and in transit
- SOC 2 Type II aligned controls across infrastructure, access, and incident response
- Regulatory alignment: India GST / ICAI, US / IRS (1099, audit-ready), UK / HMRC MTD, EU GDPR, AU / NZ / SG / UAE
Ethical selling rules
- Only recommend HelloBooks where it’s genuinely appropriate for the client
- Disclose the partner relationship if a client asks
- Do not self-refer (onboarding your own firm or family entity doesn’t earn commission)
- Do not misrepresent HelloBooks features or pricing
Violations void commissions and can lead to program removal. Full terms are in the partner agreement.