How to become a certified Receipt Bank partner

DJryKpeXcAAsvN4.pngSo you’ve just begun your Receipt Bank journey. Your first milestone is to become a Certified Receipt Bank Partner!

As a Certified Partner:

  • You will feature on our Accountants and Bookkeepers section of our website. Perfect for when clients are looking for a Receipt Bank user in their area.
  • You will receive a Certificate to hang up in your office.
  • You will receive a Certification badge to add to your website and email signature.
  • You will get the most out of the software and unlock productivity gains.

How do you get there?

Step 1 - Complete the training module!
Step 2 - Get all of your clients onboard!
Step 3 - Get your clients submitting via the mobile app!

What if I need some help?

Our Partner Success Team work closely with Receipt Bank Partners who need that extra little shove to get them over the Certification line. If you would like to speak to a member of the team to see what we can do to help, click here to open up a support ticket and a member of the team will be in touch.

Was this article helpful?
3 out of 10 found this helpful


Powered by Zendesk