The practice platform your firm deserves.
Multi-client dashboards. White-label portals. AI-assisted close. Plus a partner program that actually shares revenue, not just discounts. Built for firms moving past Xero Partner and QuickBooks ProAdvisor.
Built around how a modern firm actually works.
One dashboard. Every client.
Switch between clients in a single keystroke. See close status, anomalies, and approvals across your entire book of business at a glance.
White-label client portals
Your branding, your domain. Clients see your firm — not ours. Optional fully white-labeled mode included in Partner tier.
AI-assisted month-end
Auto-reconciliation, anomaly flags, and close-readiness scoring. Cut a typical 3-day close to half a day per client.
Revenue share, not just a discount
Up to 30%* recurring revenue share on every qualifying client you onboard — for as long as they stay. No clawbacks, no caps.
Certification + listing
Free certification for your staff. Certified partners are listed in our directory with case studies and lead routing.
A real partnerships team
Named partner manager, joint roadmap calls, and migration support. Not a chatbot pretending to be one.
What you get that the incumbents don't.
| Feature | NewLedger | Xero Partner | QB ProAdvisor |
|---|---|---|---|
| Multi-client dashboard | |||
| White-label client portal | — | — | |
| AI-assisted close | — | — | |
| Revenue share to firm | Up to 30%* | Discount only | Discount only |
| Named partner manager | — | — | |
| Certification, free | — | ||
| Public partner directory | |||
| Lead routing from directory | — | — |
Grow at your own pace.
No quotas, no penalties. Move up tiers as your client base grows.
Partner
Most chosen10+ active clients
- White-label portals
- Named partner manager
- 20% revenue share*
- Joint marketing
Premier
50+ active clients
- Custom rev share up to 30%*
- Co-built migrations
- Direct roadmap input
- Quarterly business reviews
* Revenue share percentages are indicative and subject to qualification, the executed partnership agreement, and program terms. Eligibility, qualifying clients, payout cadence, and any caps or holdbacks are defined in the agreement and may vary by region. Not a guarantee of earnings. Contact partnerships for full terms before relying on these figures.
Move your first client over this week.
Moving clients from Xero, QuickBooks, or Zoho? Our partnerships team handles the migration manually with you while we ship self-serve tooling. We'll do the heavy lifting on your first three clients — free.