FRESHBOOKS ACCOUNTING PARTNER PROGRAM

Deliver more value to your clients

Enhance your offerings for service-based clients. Join the FreshBooks community of accountants and bookkeepers to automate tasks, streamline client workflows, and elevate collaboration. Plus, unlock exclusive perks and personalized support.

Become a Partner

FreshBooks features for accounting professionals

FreshBooks comes fully loaded with features to help you streamline your accounting workflows and collaborate with clients, all in one easy-to-use platform.

Save time with bookkeeping automations

Your clients can easily keep their books organized with time-saving automations.

Save time with bookkeeping automations

Connect a bank and immediately import transactions.
Use mobile receipt scanning to capture and categorize expenses automatically.
Create auto-recurring invoices and payment reminders.
Pay teams right from FreshBooks.

Provide accurate financial advice with advanced reporting

Deliver better insights and understand your clients’ financial health.

Provide accurate financial advice with advanced reporting

Gain financial insights and track company health with the General Ledger.
Track revenue, expenses, and profit or loss for effective financial oversight.
Understand your client’s financial structure to make strategic recommendations with the Balance Sheet.
See your client's real-time cash position to manage their liquidity proactively.

Empower your clients to manage front-end tasks

Let your clients handle invoicing, expenses, payments, and payroll—simplifying their work (and yours) so you can focus on what matters most.

Empower your clients to manage front-end tasks

Advise clients on invoicing efficiently, using tools like recurring templates or payment reminders, to ensure they are paid on time.
Guide clients to streamline sales processes and protect margins with estimates and proposals.
Empower clients to set project rates and understand project profitability.
Educate clients on effortlessly tracking billable time for valuable team insights.

Simplify client management with the Accountant Hub

Manage multiple clients with ease. Access files, reports, and collaboration tools from a centralized dashboard.

Simplify client management with the Accountant Hub

Add a new client in seconds.
Pay for your client’s FreshBooks subscription, or have your client pay for their account directly.
One-click access to your client’s information and bookkeeping.
New features and updates added periodically.

Stay in control with compliance tools

Ensure your clients meet legal and regulatory requirements with reports that help pinpoint errors and instantly assess a business's health.

Stay in control with compliance tools

Ensure clients are accountable, compliant, and secure by providing a detailed and tamper-evident record of all system activity.
Create a solid foundation for client records with detailed journal entries.
Easily track sales tax owing and paid.
Verify the accuracy of double-entry bookkeeping and identify potential errors before finalizing financial statements with the Trial Balance.
Easily examine a list of debits and credits to ensure the numbers match up.

Provide accurate financial advice with advanced reporting

Deliver better insights and understand your clients’ financial health.

Provide accurate financial advice with advanced reporting

Become a Partner

The tools, support, and collaboration you need to succeed

Best-in-class support

From day one with FreshBooks, you have:

award-winning, dedicated, accountant-centric support from specialists who understand your needs
free data migration to help you get started smoothly
a robust resource library, ongoing education, and customized training to help you grow a practice you love

Become a Partner

The tools, support, and collaboration you need to succeed

Best-in-class support

From day one with FreshBooks, you have:

award-winning, dedicated, accountant-centric support from specialists who understand your needs
free data migration to help you get started smoothly
a robust resource library, ongoing education, and customized training to help you grow a practice you love

Become a Partner

Partner benefits

Easy for you and your clients

Work together with Collaborative Accounting™

FreshBooks Helps Business Owner Alexis and Accountant Rebecca Focus on Growth Together

FreshBooks is way easier to understand compared to other GLs—from interacting with it to showing it to clients.

Brian Clare, CPABlueprint Accounting

FreshBooks is very user-friendly. Everything my clients need is laid out for them in language that business owners use.

Laura BlackburnBlackburn Advisors

FreshBooks is streamlined, and it’s easier for non-accountant business owners to use.

Rebecca Kittel, MBALedger Sense

FreshBooks is very user-friendly. Everything my clients need is laid out for them in language that business owners use.

Laura BlackburnBlackburn Advisors

How FreshBooks measures up

Designed for business owners and accountants, FreshBooks is a powerful general-ledger platform built with usability in mind. It makes it easy for you and your clients to collaborate in a single, easy-to-use platform.

The same can’t be said for QuickBooks. According to a 2022 report published by Digital Adoption: “QuickBooks accounting software is the most confusing office tool with approximately 67,710 related monthly searches.”

Features		QuickBooks	Xero
Free trial	Free 30-day trial included	Free 30-day trial included	Free 30-day trial included
Intuitive interface for clients
Adding multiple users	Available on all plans	Only on higher-tier plans
Double-entry accounting
Business health reports
Chart of accounts