Transparent wholesale discounts
A free certification and a clear, status-based wholesale discount — the more clients you manage on HelloBooks, the bigger your discount. No opaque commission structure.
HelloBooks Partner Program for Accountants Join the HelloBooks Partner Program for accountants & bookkeepers. Get certified fast, earn up to 20% recurring commission, leads & support. Apply now.
Built with accountants — join the founding cohort
Become a Certified
HelloBooks Partner
Join our partner network and help clients transform their bookkeeping with AI. Earn up to 20% wholesale discount on every client subscription as your practice grows.
0%
Max Discount
0+
Active Partners
0 hrs
To Certify
FREE
To Join
Effortless Integrations
Available Now
Tally 6.2 Live
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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
Wholesale Savings
Earn up to 20% wholesale discount on every client subscription. The more clients you manage on HelloBooks, the bigger your discount.
20% max discount
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, points, discount tier, 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 Saving
Onboard clients through your partner portal and unlock bigger wholesale discounts as your book grows.
Ongoing
Partner Tiers
Grow with our tiered program
Earn Partner Points through client activity and unlock greater benefits
B
Bronze
25 points required
5%
Wholesale discount on every client subscription
- Partner Portal Access
- Basic Directory Listing
- Marketing Resources
Support: Email
S
Silver
75 points required
10%
Wholesale discount on every client subscription
- All Bronze Benefits
- Beta Features Access
- Co-branded Materials
Support: Priority Email
Most Popular
G
Gold
300 points required
15%
Wholesale discount on every client subscription
- All Silver Benefits
- Dedicated Account Manager
- Featured Directory Listing
Support: Phone + Email
P
Platinum
1,000 points required
20%
Wholesale discount on every client subscription
- 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
Why Partner
Built for accounting professionals
What the program offers practices of different shapes — illustrative, not customer reviews.
Client advisory training
Training that goes beyond the software: how to position AI bookkeeping and advisory services to your clients, not just operate the tool.
Built for India-focused practices
The Tally 6.2 Connector and AI automation make HelloBooks straightforward to pitch to Indian businesses already running on Tally.
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.
You earn Partner Points on every active paid client subscription (Pro = 1pt, Business = 4pts). Your point total sets your status — Bronze (25 pts) through Platinum (1,000 pts) — and each status unlocks a bigger wholesale discount (5% / 10% / 15% / 20%) on the standard plan price you pay. No commission payouts; the discount is applied directly to your billing, like the Xero partner program.
Live today: the Tally 6.2 Connector (push HelloBooks entries to Tally plus a one-time import of existing Tally data), a one-click QuickBooks USA company-file migration tool for clients moving off QuickBooks, and Stripe and PayPal for accepting payments and reconciling payouts. Xero, Zoho Books, NetSuite, and Odoo integrations are on the roadmap.
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 automate your books?
Let AI handle the bookkeeping and reclaim hours every month. Get started free — no credit card required.