Streamline tax season: Refer clients to QuickBooks to ensure clean books

As a tax accountant, you understand the importance of efficient workflows and accurate financial data, especially during a hectic tax season or even throughout the year. By joining the Accountant Affiliate Program, you can refer your business clients to QuickBooks Online or QuickBooks Live for clean books. 

As a QuickBooks Accountant Affiliate, members can offer their clients a 30% discount for six months. This is 20% better than the standard new customer discount for the first six months. Members also get access to marketing tools and resources to promote QuickBooks products and will earn compensation for their marketing efforts. 

The program is free to join and offers a simple, straightforward process to sign up. Joining the program is a great way to add value to your firm and help your clients streamline their finances with QuickBooks.

Improve workflows and efficiency

With clean books, you can:

• Increase your volume: Spend less time on each return, allowing you to handle more clients and grow your practice.
• Enhance your accuracy: Reduce errors and omissions, ensuring the completeness and accuracy of each return.
• Simplify data transfer: Export your clients' financial reports from QuickBooks Online and import them directly into your online or desktop tax software, saving time and minimizing manual data entry.

Gain valuable insights for tax planning

Clean books also provide a clear understanding of your clients' financial health, enabling you to:

• Identify tax opportunities: Spot potential deductions, credits, and other tax-saving strategies.
• Provide strategic advice: Offer proactive tax planning and guidance to help your clients make informed business decisions.

Join the Accountant Affiliate Program

This program has many advantages:

• Access to a resource library: Includes special marketing templates and guides for positioning QuickBooks Online to your clients, as well as the ability to use QuickBooks logos and website banners per Intuit’s brand guidelines. Compensation is available for blog posts and banner ads on your site containing the referral link.
• Clean books and a smoother tax season: QuickBooks Online provides the tools needed to make the books-to-tax season run smoothly. Export your clients' financial reports from QuickBooks Online, and import them directly into your tax software, saving time and minimizing manual data entry.
• One month free of QuickBooks Live: If you are a tax-only firm, you do not need to be a QuickBooks Online expert to ensure your clients are supported. Referred clients can take advantage of one month free of QuickBooks Live to make sure they are set up for success.
• An all-in-one accounting solution: By empowering your clients with a comprehensive solution, they can make important timely decisions and focus on running their business.

How the Affiliate Program works

1. Apply to the program. Create an account through our business affiliate portal, PartnerStack, and apply for the program. After your application is submitted, we will get back to you in 7-10 business days.
2. Get set up. Once approved, we’ll email your “Get started” instructions, including how to use your unique referral link.
3. Start referring. Use the marketing assets and resources to share the special QuickBooks Online discount with your network.
4. Optimize and improve. Track your unique link clicks and referrals within PartnerStack.

The QuickBooks Accountant Affiliate Program is free to join. Join today

Frequently Asked Questions

Is my organization eligible for the program?

QuickBooks Accountant Affiliates are U.S.-based organizations with customers that align with the core QuickBooks small business user who would benefit from using QuickBooks Online. Companies that currently develop on the Intuit platform are welcome to join; however, this is not required. Companies already enrolled in another one of our programs, such as the QuickBooks Commission Junction Program and QuickBooks Solution Provider, may not join.

What is PartnerStack?

PartnerStack is a platform that helps power the QuickBooks Accountant Affiliate program. After you apply for the program and get approved, you’ll begin receiving emails from PartnerStack and the Affiliate team with guidance on how to get started referring your clients.

How does the QuickBooks Accountant Affiliate Program work?

To participate, your firm must first apply via this link. This will require you to create an account with PartnerStack and complete an application. Your application will be reviewed, and if approved, you will receive instructions on how to proceed. Specific details regarding the terms and conditions of the program will be provided to you upon acceptance into the program.

How can I market QuickBooks Online to my clients?

Once accepted into the program, you will have access to QuickBooks logos, key messages, and feature sheets to help spread the word about QuickBooks Online with your small business network. Rules and guidelines for creating co-branded marketing materials will also be provided.

Is this the same as the QuickBooks Commission Junction program?

No. The QuickBooks Commission Junction program is a marketing program for publishers to monetize their blog or add another income stream for an e-commerce or content site by promoting QuickBooks’ products. These participants must be members of Commission Junction to participate. If you are a publisher and wish to join this program, you may sign up here.