Partner Programs

Become a Certified Neat Advisor!

A solution that benefits you and your clients

Join our team!

Our goal is to create a community with shared benefits, successes, and best-practices.  Our partner program is tailored to the needs of you and your clients.  It’s simple to sign-up, comes with many perks and it’s completely free. Really, its a win-win!

By partnering with Neat, you introduce to your clients products and services which provide solutions to hidden problems. Data extraction, key integrations with essential business software, and unlimited cloud-based document and expense management will be the keystones to a simplified and efficient business.

The program is open to accounting and/or bookkeeping firms serving small businesses. A complete program guide with commission tiers and training information will be sent upon approval and completion of certification.

What you get:

  • A free instance of Neat for one year
    Must refer at least one paying subscriber within 3 months of certification
  • A free instance of Neat indefinitely
    Must refer at least one new paying subscriber per quarter
  • Progressive commissions paid quarterly
  • Placement in "Find an accountant/bookkeeper" directory listing on Neat's website
  • Unique referral link
  • Dedicated support
  • Monthly contests, prizes and incentives
  • Certificate and badge for your use
  • Access to partner portal

What you have to do:

  • Fill out the form
  • Complete the certification
    (3 videos and a 40 question exam)
  • Receive certification badge and a personal referral link