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.
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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
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, organised, 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
Expenses: Logged & organised
Team time tracking
Seamless project collaboration
More payment options
Easy-To-Use Double-Entry Accounting
Insightful Accounting Reports
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.
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.