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Deliver More Value to Your Clients as a FreshBooks Accounting Partner

As a FreshBooks Partner, you get exclusive program benefits, including access to education, technology, and workflows to grow your advisory practice, with support from FreshBooks every step of the way.

Why Become a FreshBooks Partner?

All-in-One Accounting for You and Your Clients

From proposals, invoicing, and payments to bookkeeping automations and accounting reports, FreshBooks has the features you need to build effective client workflows, deliver accurate insights, and stay compliant.

Grow Advisory-Based Services

FreshBooks makes it easy to work alongside your clients in a Collaborative Accounting™ workflow, so you can take a more substantial advisory role, adding more value and developing deeper client relationships.

Exclusive Benefits to Advance Your Practice

As a certified Freshbooks Accounting Partner, you get access to exclusive perks, including free data migration support, a dedicated account manager, and special discounts. Plus, our free certification rewards you with CPE credits—and that’s just the beginning.

Get the Support You Need, When You Need It

A team of dedicated, accountant-centric, real humans are here to help. They’re FreshBooks experts and understand the needs of accounting professionals, so they can make tailored recommendations just for you.

Who is This Partner Program Designed for?

Accounting Professionals

FreshBooks Partners include client-focused and growth-minded accountants, CPAs, bookkeepers, and tax professionals. So if you’re looking to improve your practice and offer more advisory services, you’re going to love this.

And Your Clients

FreshBooks is perfect for service-based or project-based businesses like professional services, trades and contractors, and IT/software technologies. Easy to use right out of the gate, it’s designed for solopreneurs, small businesses with employees, and everyone in between.

What Makes Becoming a Partner So Great?

Exclusive Benefits Just for FreshBooks Accounting Partners

Dedicated, accountant-centric support from real humans

Data migration support when moving to FreshBooks

Access to a free FreshBooks account

Exclusive discounts for Certified Partners

Inclusion in the FreshBooks Directory for Certified Partners

Differentiate Your Business With Collaborative Accounting™

Uplevel your skills through hands-on practice with technology and workflows in FreshBooks. Learn to create a Collaborative Accounting system that adds more value to your clients and showcases your firm’s expertise.
Certification is free and gives you access to exclusive benefits just for FreshBooks Partners!

Learn about Collaborative Accounting™

In under 4 hours, you’ll:

  • Earn 3 CPE credits
  • Become a FreshBooks product expert and receive your FreshBooks-Certified Collaborative Accountant™ badge
  • Be eligible for special benefits, including a dedicated FreshBooks consultant, inclusion in the FreshBooks Partner Directory, and exclusive discounts on all new plans

Simplify Client Management With the Accountant Hub

Easily add clients, manage their books, and toggle between client accounts from one central location with the Accountant Hub, exclusively available to FreshBooks Accounting Partners.

The FreshBooks Accountant Hub gives you:

  • Quick client setup that takes only seconds
  • One-click access to all your client’s information and books
  • A centralized location to manage your clients

Drive Your Practice Forward With a Powerful, Feature-Rich Platform

The FreshBooks all-in-one general ledger system gives you everything you need to build effective workflows, showcase your value, and work side by side with your clients.

FreshBooks empowers your practice with:

  • Bookkeeping automations that streamline routine tasks and reduce errors
  • Compliance and accuracy for your clients’ peace of mind
  • Reports and real-time information so you can provide timely financial advice
  • Collaborative workflows that enhance your client relationships

Why Accounting Professionals Love FreshBooks

“Having specific resources for our firm available to us is something that we don’t get from our other software partners.”



“FreshBooks is way easier to understand compared to other GLs—from interacting with it, understanding where to find things, and how to show it to clients.”



“We use FreshBooks for our service-based clients; it allows them to effectively manage their day-to-day, enabling us to focus on their accounting and advisory.”



Become a FreshBooks Accounting Partner

This is the place to be for modern accounting professionals with service-based clients. Once you sign up, we’ll be in touch to get you started—whether you’re just looking for more information, or you’re ready to get FreshBooks-certified.


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Frequently Asked Questions

What is the FreshBooks Certification for Accounting Professionals?

As a FreshBooks Accounting Partner, you’ll have access to customized product training. This education was designed to turn you into an expert on the platform in less than 5 hours (it’s self-paced – so you can finish it on your own time!). Once done, you’re perfectly positioned to be a trusted advisor, who can collaborate with your clients using FreshBooks.

Who exactly is the FreshBooks Accounting Partner Program for?

The Accounting Partner Program is best suited to modern accountants and progressive bookkeepers who are interested in the collaborative accounting model and are actively building a cloud-based practice.

This collaborative accounting model makes it easier to manage your workflow and work better with both small business clients and those that are growing.

Do I have to pay to join the FreshBooks Accounting Partner Program?

Absolutely not! FreshBooks Accounting Partners receive product training and certification, dedicated account managers, and human-centric support, as well as a FreshBooks subscription—all free.

This Program is all about helping you build deeper connections with other accountants and existing clients – allowing you to serve them as their business grows.

What is the FreshBooks Partner Directory and can it help me find more clients?

As a FreshBooks-Certified Accounting Partner, you are added to our Partner Directory where you can be matched up with FreshBooks customers looking for an accounting professional to help with taxes, financial advisory services, day-to-day bookkeeping, or payroll.

Then you can collaborate using FreshBooks accounting software to offer advisory services, and accounting services.

How can I benefit from the online community?

The FreshBooks Accounting Partner Community allows you to enjoy unique challenges, earn rewards, and connect with fellow Accounting Partners and industry peers. It gives you the ability to ask questions about your practice, like: Does FreshBooks work well for a client who is a landscaper? Is there such a thing as free payroll? How do I offer compliance support to new clients? Where do I find industry-specific client referrals?

Does FreshBooks have dedicated support for Accounting Professionals?

Yes. Once you become FreshBooks-Certified, you have direct access to an accountant-centric support team, available only to Certified Accounting Partners. The support team members are accounting experts and are uniquely qualified to answer accounting-related and Accounting Partner Program support questions.

How do I become a FreshBooks Accounting Partner?

First, fill out the form above to apply online. Then, we’ll be in touch directly so you can:

  • Complete your FreshBooks Certification
  • Access all your benefits, including your discounts and referral bonuses
  • Share your goals for the program
  • Connect with your dedicated Partner Consultant
  • Join the FreshBooks Accounting Partner Community
What product features and accounting reports are available in FreshBooks?

The main product features are: Estimates & Proposals, Project Management, Time Tracking, Invoicing, Bank Feed (including Bank Reconciliation), and many reports. This allows you to work on expense management, through to bookkeeping services, and more.

FreshBooks accounting software has more than a dozen financial reports, including: Profit and Loss, Balance Sheet, Trial Balance, Accounts Aging, Revenue By Client, Accounts Payable Aging, Cash Flow, and General Ledger reports. Plus, access to a Chart of Accounts.

Does FreshBooks integrate with other platforms and apps?

FreshBooks integrates with over 100 great apps to streamline your business, help you connect with your team and clients, and better control your workflow. This includes Gusto, Tallyfor and sproutAnalytics – plus a ton of others that help you handle everything from scheduling to managing clients.

Can I manage several clients’ accounts in FreshBooks?

Yes! You can be invited to an unlimited number of accounts – where you can manage client data in a safe and secure way. Start using the free Accountant Hub to set up new client accounts so you can manage clients centrally and tailor individual workflows.

Why should I try the Accountant Hub?

Start using the free Accountant Hub to provision client accounts so you can manage clients centrally and tailor individual workflows. Plus, FreshBooks Certified Partners get a 15% discount on new FreshBooks subscriptions.

Can I offer my clients any additional benefits from joining?

Yes! Your clients that are new to FreshBooks will get a 15% discount on a Plus or Premium plan for as long as you work together. Just another reason the answer to: “Why partner with FreshBooks” is “why not?”

Which types of my clients would be a good fit for FreshBooks?

Businesses with or without employees, either just starting up or running things full time. FreshBooks is easy to jump right into and get working, and becomes the foundational tool for their business as they grow. Which makes it perfect for your clients that are:

  • Small, serviced-based or project-based businesses, with or without employees (e.g. creative and digital agencies, trades and contractors, professional & health services, and IT/software technologies)
  • Start-ups, starting to grow, working full time
  • Light on inventory and assets

*Claim based on a customer benefit survey that was run in September, 2020 – where 11,500 FreshBooks customers answered a series of questions that asked them to compare FreshBooks vs their past software solutions.


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