One client portfolio
See each permitted client's name, industry, entity type, posted-transaction count, books-through date, and yearly package download.
Client portfolio available; feed health and close status plannedCONSULBOOKS ADVISOR NETWORK
Give clients a simpler way to share their books.
ConsulBooks gives invited accountants separate MFA-protected, read-only access to permitted client workspaces and a defined yearly export package—without shared passwords.
Member and Certified Partner are open and free · Firm Partner is available by request
THE PRODUCT ROADMAP
The partner program has to save review time.
The Advisor portal begins with secure client access and portable records. Planned additions focus on the collaborative review work firms repeat for every client.
One exception queue
Review suggested categories, rationale, and client answers. Keep questions in plain English and attached to the record.
Owner review available; cross-client accountant review plannedClear roles
Owner and read-only accountant access use separate sign-ins, required MFA, immediate revocation, and no credential sharing.
Owner and accountant roles available; firm staff and reviewer roles plannedDefined yearly export package
Cash-basis P&L, ledger-activity balance sheet, cash activity, trial balance, general ledger, transactions, exceptions, audit, chart of accounts, masked connections, manifest, and integrity checks.
Available today; cash activity is not a formal GAAP cash-flow statementClose controls
Preparer/reviewer separation, lock dates, bulk review, and complete histories for imports, suggestions, edits, approvals, and exports.
Audit history available; advanced controls plannedPrivate vendor memory
Keep vendor rules isolated by client. A decision in one business must never silently become a rule in another.
Per-business rules availableCLIENT CONTROL IS NON-NEGOTIABLE
Your clients keep control. You receive a clean handoff.
The access model makes ownership, access, and offboarding explicit: the client grants and revokes read-only access while retaining direct control of connections and records.
- Client-owned by defaultThe business controls its account, financial connections, records, and exports.
- Invitation—not shared loginEvery invited accountant uses an individual account and required MFA.
- Immediate revocationA client can remove a firm's access without losing its books or portability.
- Visible actionsImports, decisions, rule changes, approvals, and exports belong in the audit trail.
- Clean transferOffboarding should preserve direct client access and a complete export package.
THE CONSULBOOKS ACCOUNTANT PARTNER PROGRAM
Three tiers. No joining fee. Clear terms at every level.
Member
Free. Any client can invite you, and you get MFA-protected read-only access to their books, their month-end close status, and the full year-end export package. Nothing to sign up for beyond accepting the invitation.
Certified Partner
Free after a short walkthrough of the product and its automation limits. Adds a partner badge, a listing in the public Find an accountant directory, and your own client invitation link. Certification means product proficiency, not CPA licensure.
Firm Partner
One firm account with multiple staff logins, a single list of every client workspace, bulk export, and priority support. Request it from the partner portal once you are certified.
How partners are rewarded.
Clients who join through your invitation link get their first two months free. You accrue a recurring 20% ConsulBooks account credit every month a referred client stays subscribed, tracked live in your partner portal. These are account credits applied to your own ConsulBooks invoices, not cash commissions, and they end when the client cancels.
DESIGNED WITH THE MARKET IN VIEW
What established programs teach us.
QuickBooks ProAdvisor demonstrates the value of education, marketing tools, client management, and structured partner economics.
Xero Partner Programme demonstrates tiered practice benefits and the importance of explicit subscriber and access control.
FreshBooks, Zoho, and Sage reinforce that consultants, certification, practice tools, and controlled referral rules matter more than a bounty alone.
ConsulBooks will combine those lessons with a simpler promise: fewer transaction questions and clearer client control.
FOUNDING APPLICATION
Help shape the advisor experience.
We are looking for U.S. accountants, bookkeepers, tax professionals, and small-firm owners who work with service businesses and care about secure, explainable automation.
- Share feedback on bookkeeping and review workflows
- Use individual accounts and authenticator MFA
- Give candid feedback about close and review work
- Put client ownership and disclosure first
PROGRAM QUESTIONS
Advisor program questions.
Is the ConsulBooks Accountant Partner Program open?
Yes. Member and Certified Partner are open and self-service in the partner portal. Certification is a short set of product acknowledgements, after which you get the partner badge, a public directory listing, and your own client invitation link. Firm Partner is available by request and reviewed by hand.
What does it cost to join?
Nothing. Member and Certified Partner are free, and there is no joining fee at any tier. Accountant access to a client workspace is always granted by the client, not purchased.
Who owns each client's data?
The business client controls its account and data. The client invites or revokes the accountant, who uses a separate account with required MFA and read-only package access. Shared passwords are prohibited.
How does referral compensation work?
Clients who sign up through your invitation link get their first two months free. You accrue a recurring 20% ConsulBooks account credit every month that referred client stays subscribed. These are account credits applied to your own ConsulBooks invoices, not cash commissions, and they stop when the client cancels.
Does ConsulBooks certification mean someone is a CPA?
No. Certified Partner shows ConsulBooks product proficiency only. It does not establish licensure, professional competence, fiduciary status, or endorsement of the person's accounting work. Always verify a firm's credentials yourself.