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Schedule a 1:1 call to discover product and partner solutions with the CustomBooks™ Partner Team, or click Become a Partner to begin your path to CustomBooks™ Partner Perks.
Schedule a call with a CustomBooks™ Partner Manager
Complete Core Certification to become a CustomBooks™ RockStar and get Featured on our Advisor Finder Platform.
Completing CustomBooks™ Core Certification will unlock additional Partner Perks
The user-friendly interface of CustomBooks™ enables swift and seamless data entry for tax purposes, making the process less time-consuming. The software features well-designed forms and convenient drop-down menus to facilitate the input of information.
Provide your clients with a personalized dashboard that offers a graphical representation of the performance of their business.
Increase your revenue
Unlock new growth by enhancing your offerings and reaching untapped markets with smarter accounting and powerful inventory tools.
Dedicated Partner Manager
Personalized support that grows with your business.
Get Certified
Certification enables you to join the Rockstar portal. Get more clients & promote your firm
Get more done
CustomBooks™ automates many redundant tasks, allowing you to maximize your time and increase efficiencies
Get more clients
CustomBooks™ automations allow you to get more done in less time. Take your business to the next level
Get Certified
Certification enables you to join the Rockstar portal. Get more clients
Discover product and partner solutions in a 1-1 call with the CustomBooks™ Partner Team. Schedule a demo right away or apply to become a partner and learn more about joining CustomBooks™ Rockstars.
Watch this short video to discover how CustomBooks™ can strengthen your practice and facilitate growth for your clients.