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Why Your CPA Accounting Firm Should Partner With MineralTree

As an accounting firm you are likely offering services covering a number of areas including accounts payable processing, bookkeeping, payroll management, tax management, audit management, etc.

As a trusted advisor to your clients, you have the unique opportunity to partner with MineralTree in a number of ways to provide additional value and also improve efficiencies within your firm when it comes to providing outsourced services.

Partnership opportunities

  1. Outsourcing Support – Automating accounts payable process management for your clients with MineralTree puts your firm in the position to provide unmatched services. You complete projects quickly without adding any additional time and resources dedicated to each client. As their volume grows, you avoid growing pains. BONUS: it’s very easy to manage all your clients from one portal without overlapping data.
  2. Referral Partner – Your client has an apparent strain within their accounts payable department. Perhaps this becomes evident during an audit or tax review, and there is an opportunity for you to step in and suggest a solution. Partnering with MineralTree you can refer your clients to us to help them adopt automation tools.
  3. Reseller Partner – Act as a reseller of MineralTree Invoice-to-Pay and earn commission on successful implementations.

Are you a good candidate to partner with MineralTree?

We have found the most mutually beneficial success working with accounting firms who fit the following criteria:

  • You have >10 accountants in your firm
  • Your clients are not satisfied with their current solution provider
  • Your customers are using GP Dynamics and want to automate
  • You want to provide an option that ensures no settlement accounts are used, support for multi-entity is built-in, added fraud protection and the ability to leverage all payment types.

If you have any questions about partnering with MineralTree, please visit this page to learn more.

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