Accountants

Partner Resources

Neat-Freak Pro (GOLD)

Ready to become a Neat-Freak?

Neat has work with industry experts and Pro Advisors to create a unique, fun and mutually beneficial partner program that is second to none in the industry.  The Gold (reseller) program is designed for accounting and bookkeeping firms that want to control the setup and collaboration process between the firm and their clients.  The accountant edition of Neat’s software facilitates this by enabling a single instance of Neat to be used by the accountant while extending individual licenses out to many clients.

Why should you become a Neat-Freak Gold Partner?

  • Zero cost program
  • No lengthy certification process
  • Resell and/or refer
  • High financial margins
  • Wholesale billing
  • Monthly contests and incentives “Freak of the Month”
  • Annual recognition event
  • Dedicated account management and support
  • Tons of online training resources
  • Exposure of your firm on the neat.com website (+200K visitors per month)

Why Neat Software?

  • Large set of features
  • Industrial strength platform
  • Most document input methods of any like software (scanner, mobile, email-in, direct upload)
  • Collaboration and file sharing
  • Integration with BOTH QuickBooks Online and QuickBooks Desktop
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