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.
SEAMLESS INTEGRATIONS
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.
Qualified Leads
Get featured in our Partner Directory where businesses actively search for certified advisors.
Free Platform Access
Full HelloBooks.ai access for your practice at no cost. Manage unlimited clients from one dashboard.
Expert Certification
Official certification and digital badge to showcase your AI bookkeeping expertise.
Priority Support
Dedicated partner support team with faster response times. Account manager for Gold+ tiers.
Analytics Dashboard
Track your clients, commissions, referrals, and performance metrics in real-time.
Four steps to partnership
A straightforward process designed to get you started quickly
Submit Application
Complete our online application with your business credentials and professional experience.
Application Review
Our partnerships team reviews your application for eligibility and compliance standards.
Complete Certification
Access self-paced training modules and pass the certification exam when ready.
Start Earning
Onboard clients through your partner portal and earn commissions on every subscription.
Grow with our tiered program
Earn Partner Points through client activity and unlock greater benefits
Bronze
0 points required
- Partner Portal Access
- Basic Directory Listing
- Marketing Resources
Silver
100 points required
- All Bronze Benefits
- Beta Features Access
- Co-branded Materials
Gold
300 points required
- All Silver Benefits
- Dedicated Account Manager
- Featured Directory Listing
Platinum
700 points required
- All Gold Benefits
- Co-marketing Campaigns
- Product Roadmap Input
How to Earn Partner Points
Get certified in hours, not weeks
Self-paced training with practical, actionable content
AI in Accounting
Understanding AI capabilities and client concerns
Platform Training
HelloBooks features and integration setup
Client Advisory
Positioning, pitching, and objection handling
Implementation
Onboarding, migration, and support
Trusted by professionals
"The certification process was straightforward and the commission structure is transparent. I've onboarded 18 clients in 4 months."
"What sets this apart is the client advisory training. Most certifications teach software—this one teaches you how to sell."
"The Tally integration makes it easy to pitch to Indian businesses. My clients love the AI automation capabilities."
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.
Ready to become a partner?
Join our network of certified professionals and start earning recurring revenue today.