AI-assisted categorization
Auto-categorize client transactions and surface anomalies — review faster, close cleaner.
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Partner Program
Grow your business with the EazeAccounts Partner Program.
Partner with EazeAccounts to help businesses simplify accounting, payroll, taxes, bookkeeping, and financial operations — all from one modern, AI-powered platform.
Built for modern firms and advisors
- Accounting Firms
- Bookkeepers
- Consultants
- Technology Partners
- Business Advisors
Partner Types
Partnerships designed for growth.
Whether you advise founders, manage clients’ books, or build software — there’s a partner track for you.
CPA & Accounting Partners
Offer your clients a modern accounting platform combined with expert financial workflows, AI-powered insights, and collaborative tools designed for accounting professionals.
- Multi-client dashboard
- Client collaboration tools
- Shared document access
- Tax-ready financial reports
- Payroll & bookkeeping integration
- Revenue-sharing opportunities
Bookkeeping Partners
Manage multiple clients efficiently using automation, AI categorization, bank integrations, and streamlined monthly close workflows.
- Automated transaction categorization
- Client financial dashboards
- Month-end workflows
- AI-assisted reconciliation
- Secure document management
Business Advisors & Formation Partners
Help startups and small businesses launch faster with integrated formation, accounting, payroll, tax, and compliance support.
- Business formation support
- EIN & compliance workflows
- Payroll setup
- Accounting onboarding
- Partner referral incentives
Technology & Integration Partners
Collaborate with EazeAccounts to build integrations, automation workflows, and embedded financial experiences.
- API integrations
- Embedded finance opportunities
- Secure infrastructure
- Developer collaboration
- Joint go-to-market opportunities
One platform for software, services, AI assistance, and financial operations.
Why partners choose us
Why partners choose EazeAccounts.
The financial OS that gives partners more to offer — and more reason for clients to stay.
Benefit 01
One Complete Financial Platform
From accounting and payroll to taxes and compliance, EazeAccounts helps partners serve clients from one ecosystem.
Benefit 02
EazeAI Assistance
AI-powered automation helps reduce manual work, improve insights, and simplify financial operations.
Benefit 03
Modern Client Experience
Simple, intuitive, and founder-friendly workflows designed to reduce friction and improve adoption.
Benefit 04
Flexible Engagement Models
Use EazeAccounts as a:
- Software-only platform
- Managed services platform
- Hybrid advisory solution
Benefit 05
Secure & Scalable Infrastructure
Built on trusted cloud infrastructure with modern security, powered by:
- Plaid · Bank connections
- Stripe · Payments
- AWS · Cloud infra
Partner with us
Ready to grow together?
Apply to the EazeAccounts Partner Program and start expanding your practice today.
Revenue opportunity
Build recurring revenue the modern way.
Create long-term client relationships and recurring revenue opportunities through software subscriptions, bookkeeping services, payroll support, tax preparation, and financial advisory services — all on one platform.
Monthly recurring revenue opportunities
Higher client retention through integrated services
Cross-sell accounting + tax + payroll
Scalable client management workflows
✦AI + Human
AI-powered. Expert-supported.
EazeAccounts combines AI-driven automation with human expertise to help partners deliver faster, more accurate financial operations.
Automated reminders & workflows
Trigger client tasks, missing-doc reminders, and month-end checklists automatically.
Financial insights & reporting
Generate cash flow, profitability, and management-ready reports in seconds.
Human-reviewed accounting
Critical financial work is reviewed by licensed accounting experts before delivery.
CPA collaboration capabilities
Shared dashboards, document portals, and review workflows built for firms.
Spend less time on busywork — more on advisory.
Let AI handle the repetitive parts so your team focuses on strategic client work.
See it in actionPartner Workspace
A centralized partner workspace built for firms.
Partners get access to a centralized dashboard to manage clients, monitor activity, collaborate with teams, and streamline financial operations across multiple businesses.
- Multi-client management
- Team collaboration
- Notifications & tasks
- Financial reporting
- Client onboarding workflows
RM
Reynolds & Mehta CPAs
Partner Workspace · 142 active clientsActive Clients
142
This Month MRR
$18.4k
- Northvale CapitalBooks closed
- Brightline StudioTax in review
- Harvest FoodsCFO advisory
Built for modern financial professionals
“EazeAccounts helped us simplify bookkeeping and collaborate with clients much more efficiently — while reducing manual work.”
— Accounting Partner
FAQ
Partner program questions, answered.
Who can become an EazeAccounts partner?
CPAs, bookkeepers, consultants, tax professionals, agencies, and technology providers — anyone serving small businesses, founders, or growing teams.Is there a revenue-sharing model?
Yes. Partnership structures can include referrals, recurring revenue sharing, or collaborative service models — tailored to how you work with your clients.Can partners manage multiple clients?
Yes. EazeAccounts includes multi-client management workflows, shared dashboards, and team collaboration features designed for firms and advisors.Does EazeAccounts provide onboarding support?
Yes. Our partner success team helps you onboard clients, train your staff, and configure platform workflows for your firm.Is EazeAI included?
Yes. EazeAI capabilities are integrated across the platform to help partners automate repetitive work, surface insights, and simplify operations.
Ready to partner with EazeAccounts?
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