SoftLedger
Accountant Program

Partner with us to provide your clients with powerful accounting software that scales beyond QuickBooks. Simple, mutually beneficial, and designed for accounting professionals.

No quotas or percentages

Partner Advisory Board access

You're a Partner, Not a Sales Rep

As a SoftLedger Accountant Partner, you are just that: A Partner. No quotas to fill, no percentages to account for. If your client base has outgrown QuickBooks, ranging from small businesses to complex multi-entity organizations, SoftLedger is the platform of choice.

Who You Are

A firm providing accounting, business advisory, and/or CFO-level services to growing businesses.

Our Focus

Providing better software for accountants and their clients who have outgrown traditional solutions like QuickBooks.

Partnership Approach

We keep our Partner Program simple and mutually beneficial. No complex requirements or hidden agendas.

What You Get as a Partner

Our Partner Program offers real value for your practice and your clients

Favorable Client Discounts

Your clients enjoy significant percentage discounts on SoftLedger subscriptions, making the transition from QuickBooks more attractive.

Less Time Managing Accounting

A platform designed to require everyone involved to spend less time on accounting management across your varied client base.

Centralized Client Management

All of your customers are in one place with the ability to sign into any of your client accounts seamlessly.

Development Advisory Board

Play an integral role in the platform's development and future as an honorary member of our Partner Advisory Board.

Bonus: Honorary Advisory Board Membership

Partner Levels

Choose the partnership level that best fits your practice and client needs

Alliance

A contract-based partnership where you purchase and bundle SoftLedger with your services.

  • Direct purchase and bundling
  • Volume pricing available
  • White-label options

Contract Partnership

Channel

Referral partnership with percentage-based commission structure for successful client transitions.

  • Referral commission structure
  • Sales support provided
  • Marketing materials included

Referral + Commission

Support

Comprehensive sandbox environment and training with dedicated individual support.

  • Full sandbox access
  • Comprehensive training program
  • Individual support contact

Training & Development

What Partners Are Saying

“SoftLedger has been really fantastic to have in the toolbox for us. The speed of implementation and price point for the value is really solid.”

IA
Israel Askew
Lead Strategist and Family Office Director
Ark Financial

Some of Our Accountant Partners

Join these leading accounting firms who trust SoftLedger for their clients

Ark Financial

Comprehensive financial services and family office management

Digital Ascension Group

Digital family office solutions and wealth management

Baldwin Advisory

Business advisory and strategic financial consulting

A Note from Our CEO

“SoftLedger was founded based on my personal frustrations as an accountant using legacy general ledger software. For over a decade we’ve been building with a sole focus — providing better software for accountants.”

BT
Ben Taylor, CPA
CEO, SoftLedger
Former Accountant • Decade+ of Industry Experience

Ready to Join the
SoftLedger Partner Program?

It's simple! Connect with us to learn more about how we can help you provide better accounting solutions to your clients while growing your practice.
Questions? We're here to help you understand how the program works.
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