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Stronger Client Relationships With Collaborative Accounting

Whether your clients want to manage their books, get their taxes done, or receive some strategic business advice, FreshBooks has essential tools, reports, and app integrations that both business owners and accountants will love.

Learn more about FreshBooks Apply to the FreshBooks Accounting Professionals Program
Want more information? Book a demo? accountants@freshbooks.com

Work Better Together: Accountants and Clients

With FreshBooks, accountants get access to the tools, reports, and information needed to properly advise and work with clients. This includes:

  • Access to accounting reports like General Ledger, Balance Sheet, and Profit and Loss
  • Adding Journal Entries
  • Managing Chart of Accounts
  • Reviewing and managing Invoices, Expenses, Payments, Other Income, and Bank Reconciliation

And, when it comes to tax time it’s easy to fill out and file forms. You’ll also have access to the information needed to maximize deductions and get insights into business performance.

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The FreshBooks Accounting Professionals Program

This program is designed to support collaborative accounting with a focus on high-value services while having the peace of mind that business owners are accurately recording their invoices and expenses.

An easy way to help your clients:

  • Stay compliant, organized, and on top of their books
  • Gain strategic advice to help them successfully manage and grow their business
  • Prepare for year end and reduce the stress of tax time

What’s in it for accountants?

  • Partners receive free FreshBooks training, dedicated account managers and human-centric support
  • Connect with potential clients (fit based on your market, industry or niche area served, and unique expertise)
  • Earn commissions from your trusted FreshBooks recommendation to clients

Is this program for you?

Any accountant or firm can benefit from the FreshBooks Accounting Professionals Program. It’s ideally designed for tech-savvy firms that offer basic bookkeeping, compliance and strategy services such as advisory, reporting, analytics, or business strategy coaching.

Some of our current program partners

Apply to the FreshBooks Accounting Professionals Program

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Services Offered

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Connect With Industry-Leading Apps to Level up Your Accounting

FreshBooks seamlessly integrates with popular applications, creating a robust tech stack for greater efficiencies and valuable insights.

Check out the full list

Accountant and Customer Support

Accountant and Customer Support

Our award-winning customer support is available to help clients and their accountants by email and phone between 8:00 am and 8:00 pm EST. You’ll speak to a real person, not a robot, and never be transferred to another department.

Need to migrate bulk information? FreshBooks integrates with other major accounting software for easy migration, and our support team is ready to help from beginning to end.

T: 1-866-303-6061

E: accountants@freshbooks.com