BOOKKEEPING IN THE CLOUD:

BETTER TOGETHERTHE RECEIPT BANK PARTNER PROGRAMME

THE RECEIPT BANK PARTNER PROGRAMME THE CLOUD OFFERS A RANGE OF EXCITING OPPORTUNITIES FOR ACCOUNTANTS AND BOOKKEEPERS.

The best way to take advantage of them is to work together. Receipt Bank integrates with leading cloud accounting software and add-ons to create a full service offering, so we can give as much value as possible for you and your clients.

That’s why we created our Partner Programme. We work with thousands of accountants and bookkeepers all over the world to help them work smarter and grow their practices. From education and resources to 24-hour support and exclusive events, we make sure you have everything you need to reach your firm’s goals.

We’re with you every step of the way. Starting with our fast-track training process you’ll then have the support of our expert account managers.

YOUR JOURNEY STARTS WITH FAST TRACK

WORKING TOGETHER TO HELP YOU GET THE MOST OUT OF RECEIPT BANK FROM DAY ONE.

After your consultation, you’ll work with our Welcome Team to get started on Receipt Bank, learning the ropes and adding your first clients. You’ll have the chance to experience the value of Receipt Bank yourself and get

fully acquainted with its features before rolling out to your clients, so you can be the expert they need.

A FREE PRACTICE ACCOUNT

We provide a free Receipt Bank subscription for your firm - forever! There’s no better way to explain to your clients how the app works than showing how you have implemented it in your own business.

See firsthand how simple and seamless managing your expenses with Receipt Bank can be and start feeling the efficiency gains straight away.

SUPPORT

No one wants to be left high and dry when starting a new project. That’s why we offer 24-hr support to all our partners to make sure you can get the answers you need.

Whenever you have a query, you can always get in touch with our expert online support team who will get back to you with a solution. You can also call into our office to talk to one of our Welcome Team members who will talk you through any issues that come up during your Fast Track phase. On top of all that, we have a whole library of advice and information in our Help centre to help solve common questions.

Add to that regularly scheduled calls with your Account Manager to make sure your Receipt Bank progress is on track, and we’ll make sure you feel the benefit of the automated bookkeeping revolution right away.

TRAINING

Built in collaboration with our most successful partners, our bite-sized training courses cover everything you need to know to get started.

Everything is broken down into specific topics so you can focus on what you need to know to help your clients and build your practice in the cloud. With a mix of videos, webinars and self-paced training modules, you can tailor your learning and start seeing results straight away.

YOUR PERSONAL ACCOUNT MANAGERONCE YOU ARE THROUGH THE FAST TRACK PERIOD AND UP AND RUNNING YOU WILL BE ASSIGNED A PERSONAL ACCOUNT MANAGER.

Our account management team have worked with hundreds of firms to help them build their bookkeeping efficiency.

REWARDS

Receipt Bank accountants and bookkeepers enjoy preferential pricing not available to business owners working directly with our software.

In addition, as you grow your business you will be eligible for new features such as Boost, which supercharges your processing time for those last minute items.

ACCOUNT MANAGEMENT

Moving to the cloud is much more than the software you use. There are workflows, pricing, marketing and more to consider. Luckily, our account management team have worked with hundreds of firms to help them build their bookkeeping efficiency. Whether it’s onboarding new clients, building efficient processes or nailing pricing, our Account Managers will be able to help.

Think of them as your own personal advisor with the knowledge and tools to help you every step of the way. The cloud offers loads of flexibility to tailor your practice to the needs of your client and your lifestyle. Our Account Managers are here to work with you to build the business you want.

In addition, you’ll still have access to all of our advanced training as well as a range of practice marketing materials to help you introduce Receipt Bank to new clients and grow your firm.

COMMUNITY

The field of cloud accounting is evolving fast. There is no better way to keep up with the latest goings on than meeting other forward-thinking accountants and bookkeepers.

Receipt Bank hosts regular "Practice Exchange" events for our partners to share insights and best practices. It’s an informal environment where you can meet other accountants and bookkeepers who have been in your position and discuss what you’ve learned while building your professional network.

MAKE SURE YOU HAVE SOMEONE ON YOUR SIDE IN THE CLOUD BOOKKEEPING REVOLUTIONTECHNOLOGY IS BRINGING HUGE CHANGES TO THE ACCOUNTING AND BOOKKEEPING INDUSTRY. WE’RE HERE TO HELP YOU GET THE MOST OUT OF IT FOR YOUR PRACTICE AND YOUR CLIENTS.

TALK TO ONE OF OUR TEAM TODAY TO FIND OUT HOW RECEIPT BANK CAN

TRANSFORM YOUR BUSINESS.

www.receipt-bank.com

TALK TO OUR TEAM