Neat for Accountants and Bookkeepers

Neat is the perfect expense-tracking and preaccounting tool for Accountants and Bookkeepers (and their clients)! Neat provides a hub for you to gather all your clients’ expense documentation and process it through your favorite tax preparation tools.

Offering multiple capture methods, including mobile capture, scanning, email-in, and import, Neat makes it simple for small business owners to digitize their expense data. Multi-account access allows you (their Accountant or Bookkeeper) to access, manage, and take action upon your clients’ data with a single sign-on.

Join the Neat Freak Program

Neat’s Partners are accountants and bookkeepers that bring security, reliability, and efficiency to their clients’ expense data, while simplifying their own workflows, growing their business, and earning extra revenue.

What happens when I join?

When you join the Neat Freak Program, you'll be put in contact with your dedicated account manager. He or she will provide you with all the training you need to get started using Neat and all the knowledge you’ll need to pass along to your clients.

You’ll also receive resources and product information via email — helpful tools to begin onboarding your clients and showing them how Neat can improve your joint workflows.

And it doesn’t stop there! Neat is now your partner. Come to us for technical and sales support, and engage in our special offers and activities for Neat Freaks only.

What’s in it for me?

There are numerous benefits to becoming a Partner. Not only will you be utlizing our best-in-class expense-tracking and document-management solution to improve your own processes - you’ll be extending that value to your clients, as well.

Becoming a Partner also opens up channels to grow your business, generate additional revenue, and take part in contest and other incentives exclusive to the Neat Freak Program.

I want to learn more about the Neat Freak Program

Neat Freak Program Benefits

Unlimited Support

Unlimited access to our Partner Success Team and a Dedicated Account Manager will ensure that you’re never at a loss for assistance with Neat.

Rewards and Incentives

Contests, giveaways, and prizes will be available to Partners, based on participation in the Neat Freak Program.

Exclusive Pricing

Create a pricing structure that works for your individual clients. Leverage wholesale billing to let your clients manage billing themselves.

Broader Visibility

Get listed on Neat’s Find-an-Accountant directory and be featured in our company newsletter and other marketing channels.

Partner Resource Center