Live Partner Webinar

Join The Neat Company’s Stephanie Mozzillo for a live webinar to introduce your firm to an exciting new partner program. In just 30 minutes, you’ll learn how our fun, profitable program can help you retain and attract new business while adding an additional revenue stream to your accounting firm.

Attend to Learn:

  • How Neat works & how it can benefit your clients.
  • How Neat can help your firm attract new business – at no cost to you.
  • About our commission structure, benefits, and perks.
  • Best practices for using Neat.

Webinar attendees will also have a chance to win an Amazon gift card!

Multiple dates and times are available. Register now to save your spot or receive a video recording!


How Can Neat Help Your Firm?

Neat can help you and your clients save time and money by:

  • Eliminating manual data entry: Just scan, snap, email or import documents into Neat to export the data to your accounting software.
  • Maximizing tax deductions: Your clients can automatically capture and send expense data on the go, reducing lost receipts and ensuring clients get the maximum deduction possible.
  • Easily sharing files: Collaborate with clients or employees by sharing comments, files, and folders without the need for email attachments.