Partners
Partners
accountants program
accountants program
Whether you’re an independent bookkeeper, a CAS team member, or a dedicated CPA partner, delivering top-notch experiences to your clients while growing your business can be challenging without support. That’s where the ExpensifyApproved! accountants program steps in to help you and your firm thrive.
What’s the ExpensifyApproved! accountants program?
The ExpensifyApproved! program for accountants is a tailored initiative designed to help accountants give their clients the best-in-class tools for expense management, company cards, and efficient reimbursements to provide a comprehensive understanding of their financial health.
If you're a solo accountant or part of a big firm, this program offers exclusive pricing for your clients, revenue share on Expensify Visa® Commercial Card transactions, a dedicated Partner Manager, and opportunities to collaborate — all while simplifying the preaccounting process for you and your clients.
Not an accountant but interested in what Expensify has to offer? You’re in luck. We also partner with school clubs, banks, and more.
Why should accountants partner with Expensify?
Accountants should partner with Expensify because we’re committed to providing our partners with the tools and incentives they need to succeed. We offer dedicated support, exclusive pricing, and tailored solutions to address your clients’ diverse financial needs. With priority onboarding, co-marketing opportunities, and even revenue shares, we’re here to ensure both you and your clients succeed.
Our commitment to you is to make finance a breeze, grow together, and support you in being the trusted advisor your clients deserve.
Highlights of the ExpensifyApproved! program for accountants
The ExpensifyApproved! program for accountants is designed to simplify your day-to-day while keeping your clients satisfied — but that’s just the beginning. As an Expensify accounting partner, you and your clients get access to a suite of features, including:
Exclusive client pricing
Client pricing starts at $9/month with no annual commitments — and your Expensify account will never be billed to a client!
Expensify Visa® Corporate Card revenue share
Earn 0.5% revenue share on client Expensify Card purchases, or pass it back to clients as 0.5% cash back if preferred.
Priority onboarding
Enjoy personalized, white-glove treatment and premium support when onboarding or referring new clients to our platform.
Dedicated point of contact
Qualified firms get 1:1 support from a dedicated Partner Manager, unlimited client onboarding calls, and specialized training.
Free CPE credits
Expensify accountant partners earn 3 free CPE credits upon completing ExpensifyApproved! University.
Co-marketing opportunities
Collaborate with the Expensify team on bespoke marketing materials and case studies to grow your client base.
Invite-only events
Join us for networking at the Expensify Lounge or ask us how to score an invite to the next ExpensiCon.
Sneak peeks of new features
Be the first to experience and provide valuable feedback on new features through exclusive beta testing.
State CPAs trust Expensify to get the job done right
Proudly recognized as the preferred partner of both the California and Texas CPA State Societies, Expensify stands as the most trusted app for managing expenses and company cards among both industry leaders and accountants.
Get started
To become an ExpensifyApproved! partner, start by enrolling in the ExpensifyApproved! University course to get an overview of Expensify’s core features.
Upon successful completion of the course, you'll unlock exclusive benefits designed specifically for you and your clients. Your dedicated Partner Manager will guide you through the partnership process and help maximize the program's benefits for your firm.
Want to brush up on your accounting education before you get started? Check out our post on credit and debit accounting.
Give your clients the best expense & card tool
Whether you’re an independent bookkeeper or in Client Accounting Services at a Top 10 firm, your clients trust you to find the best tools for their financial needs.
Expensify is the most widely preferred, all-in-one expense and corporate card management platform for clients of all sizes. Become an official ExpensifyApproved! Partner to get exclusive perks for both you and your clients, including:
Dedicated support
Enjoy 1:1 support for qualified firms, unlimited client onboarding calls, and specialised training and support resources.
Special pricing
Become a partner to benefit from special pricing at £14 per active user, with no annual commitment.
Early access to new features
Help shape the future of Expensify and beta test new feature releases before everyone else.
Co-marketing opportunities
Work with our team to create bespoke marketing materials, case studies, and more.
Priority onboarding and referrals
Get white glove treatment when onboarding or referring a client. Fill out this form, and we'll get in touch with next steps.
Give Your Clients the Best Expense & Card Tool
Whether you’re an independent bookkeeper or in Client Accounting Services at a Top 10 firm, your clients trust you to find the best tools for their financial needs.
Expensify is the most widely preferred, all-in-one expense and corporate card management platform for clients of all sizes. Become an official ExpensifyApproved! Partner to get exclusive perks for both you and your clients, including:
Dedicated Support
Enjoy 1:1 support for qualified firms, unlimited client onboarding calls, and specialised training and support resources.
Special Pricing
Become a partner to benefit from special pricing at $30AUD per active user, with no annual commitment.
Early Access to New Features
Help shape the future of Expensify and beta test new feature releases before everyone else.
Co-Marketing Opportunities
Work with our team to create bespoke marketing materials, case studies, and more.
Priority Onboarding and Referrals
Get white glove treatment when onboarding or referring a client. Fill out this form, and we'll get in touch with next steps.
Give Your Clients the Best Expense & Card Tool
Whether you’re an independent bookkeeper or in Client Accounting Services at a Top 10 firm, your clients trust you to find the best tools for their financial needs.
Expensify is the most widely preferred, all-in-one expense and corporate card management platform for clients of all sizes. Become an official ExpensifyApproved! Partner to get exclusive perks for both you and your clients, including:
Dedicated Support
Enjoy 1:1 support for qualified firms, unlimited client onboarding calls, and specialised training and support resources.
Special Pricing
Become a partner to benefit from special pricing at $32NZD per active user, with no annual commitment.
Early Access to New Features
Help shape the future of Expensify and beta test new feature releases before everyone else.
Co-Marketing Opportunities
Work with our team to create bespoke marketing materials, case studies, and more.
Priority Onboarding and Referrals
Get white glove treatment when onboarding or referring a client. Fill out this form, and we'll get in touch with next steps.
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