Accountants

Partner Resources

Join over 10,000+ accounting and bookkeeping firms who leverage Neat as a critical part of their business each day. The Neat-Freak Pro Program is designed to be a profitable, fun and competitive program that will facilitate collaboration with your clients while adding an additional revenue stream to your firm…

Neat-Freak Pro (Gold)

The Reseller program offers a wholesale billing model popular with accountants with margins up to 30% off of list price.

Program Benefits

  • Traditional wholesale billing model
  • 25-30% Discount on Neat software
  • 10-20% commission on referrals
  • Ability to sign up clients directly in app or through self-service portal
  • Free instance of Neat for life (while Neat Partner Program is in effect)
  • Dedicated Account Manager & Priority Accountant Support
  • Premium Listing in Neat.com’s “Find an Accountant” directory
  • Feature in Neat newsletter (100,000+ distribution)
  • Monthly/Annual sales contests
  • Access to online resource center (training & sales materials)
  • Invitation to annual partner recognition event in Philadelphia
  • Certification Badge  for your website
Sign Up

Neat-Freak Pro (Silver)

The referral Model is a commission-based model wherein you may refer Neat to your client with a dedicated signup URL

Program Benefits

  • Traditional referral business model
  • 10-20% Commission on Sales
  • Commissioned paid for first 12 months of billing for each client
  • Unique Referral Link for client signup
  • 1-year free instance of Neat (accountant edition)
  • Basic listing in Neat’s “Find an Accountant” directory
  • Dedicated Account management and priority support
  • Invitation to partner recognition event in Philadelphia
  • Certification Badge for site
Sign Up
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"Neat makes our firm look like heroes in the eyes of our clients!" Dawn Brolin, Powerful Accounting
Powerful Accounting

“Introducing Neat into our client's workflows has been company changing for them. In the eyes of our clients, Neat makes us look like absolute heroes.”

How PowerfulAccounting uses Neat

  • Onboard every client with Neat’s document and expense management
    solution, including Neat’s web and mobile applications.
  • Send all expense receipts and vendor invoices through Neat to eliminate paper documentation and manual data entry.
  • Cultivated an efficient document management and collaboration solution
    across all employees and clients.
  • Create custom folder structures and workflow processes for each client.
  • Utilize Neat in the case of an IRS audit by scanning in all documents and
    analyzing remotely.
  • Discovered thousands of dollars in reimbursable expenses for clients
    upon migrating them from an outdated reporting system to Neat.
  • Acquitted many clients of criminal charges due to IRS audits.
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