Clear Books Partner Schemes
Discover how your business can benefit by becoming a Clear Books Partner
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Get connected to your clients
Online Collaboration
Clear Books brings you and your clients closer together so that you can both access the client’s financial data at any time, at the same time, and from anywhere.
Tailor permissions to control what areas of the system your clients can use. For example, let the client create and email beautiful invoices to their customers, whilst you manage all other aspects of the accounts.
Become a Clear Books Accounting PartnerWin New Clients
When businesses sign up to Clear Books we give them an option to be contacted by a Clear Books accounting partner. Those who opt-in appear in a leads report in your Partner area. You also get email alerts when these new users sign up.
Become an accounting partner for full access to these leads so that you can win new clients from our pool of hundreds of users who are actively seeking an accountant.
Co-Branding
Accounting partners benefit from a co-branded system so that when your clients are logged into Clear Books they can identify with your corporate logo as well as contact details for your practice.
Promote Your Firm
We list partner accountants in our directory of accounting firms to give your practice exposure on the Clear Books website.
Revenue Opportunity
Our premium package costs a small business up to £180 per year. We sell our premium package to accounting partners for £7.50 per month per client.
It is up to you how you include the cost of Clear Books in your annual accounting fees. Either pass on at cost or mark up the price.
Pricing
- Joining fee of £7.50 per month for your account
- For each additional client added the cost is £7.50 per month for our premium package (standard price £15.00 per month)
- No other costs; Clients do not pay a separate fee
- Price inclusive of updates and upgrades
- No tie ins; you can cancel at any time
Limited Offer
We have partnered with Find UK Accountant to offer all new Clear Books accounting partners a free listing (worth £10 per month) in the UK’s biggest directory of accountants. Sign up to Clear Books for this opportunity to give your firm further exposure on the web.
For Accountants
- Instant access to live client data
- Instant access online, any time
For Your Clients
- Small business accounting software
- Very easy to use
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Bookkeepers
Directly Connecting You To Your Clients
Clear Books uses the power of an online accounting system to enable you to access your clients’ financial data at any time. So whilst your client benefits from having a tool that enables them to manage the day to day bookkeeping functions, you are able to run comprehensive reports including management reports, reconciliations and annual reports – whenever you wish.
Being able to log on at the same time as your client to review, discuss and collaborate on their accounts at anytime is another huge advantage over traditional accountancy practice.
Win New Clients
When small businesses sign up to Clear Books we ask them if they want to be contacted by one of our partner bookkeepers.
Win new clients from our pool of leads who are actively seeking an bookkeeper.
Promote Your Firm
We list partner bookkeepers in our directory of accounting firms. This will give your practice exposure on the web through the Clear Books website and enable startups companies new to Clear Books to find a relevant accountancy firm from the directory.
Revenue Opportunity
Our premium package costs each small business £180 per year. We sell our premium package to accounting partners for £7.50 per month per client.
It is up to you how you include the cost of Clear Books in your annual accounting fees. Either pass on at cost or mark up the price to your clients to provide a new revenue stream.
Visible Brand
We promote your accountancy brand to your clients with a co-branded system. Your clients will see your logo next to ours in the system as well as contact details for your practice.
Become a Clear Books Bookkeeper
Click here to become a Clear Books partner bookkeeper and explore our fully featured 30 day free trial.
By registering you will be joining these bookkeepers and these small businesses already benefiting from Clear Books.
Become a Clear Books Bookkeeping PartnerBenefits to Your Clients
- A fully featured online accounting system which has been accredited by the Institute of Certified Bookkeepers.
- The knowledge that you, their bookkeeper, has access to all the financial data without any further work needed from them.
- The ability to access their accounts from anywhere at any time.
Simple Discounted Pricing Structure
- Joining fee of £7.50 per month.
- For each additional client added there is a cost of £7.50 per client per month for our premium package (standard price £15.00 per month).
- No other costs; your clients do not pay a separate fee.
- The price is inclusive of updates and upgrades.
- No tie ins; you are free to cancel at any time.
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Resellers
Buy a license
The cost of the reseller program is £7.50 per month per license. The license is for a Premium subscription plan (standard price £15). We only resell this plan.
Sell a license
The license must be resold to your clients and can be passed on at any price you choose.
Payment
We charge your account on a monthly basis in advance. Any new licenses bought during a month are pro-rated to your payment date.
Your payment date is the date on which you buy your first license.
Setting up a client
- Log into your account and add a new business
- Set up the client’s business
- Buy a license for the account
- Invite the client into the account
How to sign up
Register for a normal trial account on Clear Books then contact us about the reseller program. We will then enable the reseller features and pricing options.
Become a Clear Books ResellerMonitoring clients
Within your main reseller account you will be able to view a list of all businesses you have set up in Clear Books.
Your monthly invoice will itemise the businesses that you are currently paying for.
What if a client leaves?
If a client closes an account then from that date we will no longer charge you for the closed account. We will notify you when an account is closed.
