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Business Plan Template

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Become a CustomBooks™ Partner

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.

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1

Start Your CustomBooks™ Partner Journey

Schedule a call with a CustomBooks™ Partner Manager

2

Become a
CustomBooks™ RockStar

Complete Core Certification to become a CustomBooks™ RockStar and get Featured on our Advisor Finder Platform.

3

Unlock CustomBooks™ Partner Perks

Completing CustomBooks™ Core Certification will unlock additional Partner Perks

Why Our Partners Choose CustomBooks™

Enter your transactions quick and easy

Client Write Up

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.

Client Dashboard

Provide your clients with a personalized dashboard that offers a graphical representation of the performance of their business.

Dedicated Partner Manager
Personalized Support from a Dedicated Partner Manager.
Dedicated Training w/CPE
Acquire Over 15 CPE Credits through NASBA Certified Trainings.
Stable Pricing & Margin
Secure Your Pricing with the Onboarding of Your First Client.

What can CustomBooks™ do for you?

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

Learn more

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

Learn more

Become a CustomBooks™ Partner

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.

Become a PartnerPartner Form