Partner Resources

Neat-Freak Pro (SILVER)

Are you ready to become a NeatFreak?

Over 10,000 accountants and bookkeepers leverage the Neat software solution for their own practices or to extend the solution to their clients so they may streamline how their clients can transfer financial information (receipts, expenses and invoices) to them that are required for tax filing purposes.

The NeatFreak Program

Our accounting and bookkeeper partner program, known as the NeatFreak Program offers your practice two profitable programs depending on how you choose to work with your clients.

NeatFreak ProAdvisor – Become a certified NeatFreak ProAdvisor.  Set up and manage multiple clients on a single instance of the Neat Cloud application.

NeakFreak Referral Partner – Refer your clients to Neat using a dedicated signup URL and receive commission from each client


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