"The certification process was straightforward and the commission structure is transparent. I've onboarded 18 clients in 4 months."
PS
Priya Sharma
CA, Mumbai, India
Trusted by 500+ accounting professionals
Become a Certified
HelloBooks Partner
Join our partner network and help clients transform their bookkeeping with AI. Earn up to 20% recurring commissions while growing your practice.
0%
Commission Rate
0+
Active Partners
0 hrs
To Certify
FREE
To Join
Effortless Integrations
Available Now
Launching Soon
Connect your existing tools and keep workflows in sync. More partners are on the way.
Partner Benefits
Everything you need to grow
Built for accounting professionals who want to expand their services
Recurring Revenue
Earn up to 20% commission on every client subscription for up to 24 months. Build predictable passive income.
20% max commission
Qualified Leads
Get featured in our Partner Directory where businesses actively search for certified advisors.
1,000+ monthly searches
Free Platform Access
Full HelloBooks.ai access for your practice at no cost. Manage unlimited clients from one dashboard.
Unlimited usage
Expert Certification
Official certification and digital badge to showcase your AI bookkeeping expertise.
LinkedIn verified
Priority Support
Dedicated partner support team with faster response times. Account manager for Gold+ tiers.
< 4hr response
Analytics Dashboard
Track your clients, commissions, referrals, and performance metrics in real-time.
Real-time data
How it works
Four steps to partnership
A straightforward process designed to get you started quickly
01
Submit Application
Complete our online application with your business credentials and professional experience.
5 minutes
02
Application Review
Our partnerships team reviews your application for eligibility and compliance standards.
3-5 days
03
Complete Certification
Access self-paced training modules and pass the certification exam when ready.
2-4 hours
04
Start Earning
Onboard clients through your partner portal and earn commissions on every subscription.
Ongoing
Partner Tiers
Grow with our tiered program
Earn Partner Points through client activity and unlock greater benefits
B
Bronze
0 points required
10%
Commission
5%
Client Discount
- Partner Portal Access
- Basic Directory Listing
- Marketing Resources
Support: Email
S
Silver
100 points required
12%
Commission
10%
Client Discount
- All Bronze Benefits
- Beta Features Access
- Co-branded Materials
Support: Priority Email
Most Popular
G
Gold
300 points required
15%
Commission
15%
Client Discount
- All Silver Benefits
- Dedicated Account Manager
- Featured Directory Listing
Support: Phone + Email
P
Platinum
700 points required
20%
Commission
25%
Client Discount
- All Gold Benefits
- Co-marketing Campaigns
- Product Roadmap Input
Support: Premium
How to Earn Partner Points
+10
New Client
+5
6-Month Retention
+10
1-Year Renewal
+20
Partner Referral
+5
5+ Clients/Qtr
Certification
Get certified in hours, not weeks
Self-paced training with practical, actionable content
Module 1
AI in Accounting
Understanding AI capabilities and client concerns
30 min
Module 2
Platform Training
HelloBooks features and integration setup
45 min
Module 3
Client Advisory
Positioning, pitching, and objection handling
30 min
Module 4
Implementation
Onboarding, migration, and support
30 min
Testimonials
Loved by Businesses Worldwide
"What sets this apart is the client advisory training. Most certifications teach software—this one teaches you how to sell."
MT
Michael Torres
CPA, Austin, Texas
"The Tally integration makes it easy to pitch to Indian businesses. My clients love the AI automation capabilities."
RK
Rajesh Kumar
CA, Bangalore, India
FAQ
Frequently asked questions
We welcome accountants, CAs, CPAs, bookkeepers, and financial consultants. No formal license is required, but you must complete our certification program.
The HelloBooks Partner Program is completely free. There are no signup fees, monthly charges, or hidden costs.
Commissions are calculated as a percentage of client subscription fees and paid monthly via bank transfer or PayPal. Higher tiers receive better rates.
We currently support Tally 6.2 and QuickBooks USA. Xero, Zoho Books, and NetSuite integrations are coming soon.
Most partners complete the four training modules in 2-3 hours and pass the exam within 45 minutes. You can proceed at your own pace.
No worries! You get unlimited retakes at no cost. Most partners pass on their first or second attempt.
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