THE BOTKEEPER ACCOUNTING PARTNER LAUNCH KIT

The Botkeeper Platform

We want you and your clients to get to know your Botkeeper Platform intimately. We offer guides and videos so you can both hit the ground running. Read them, watch them, share them.

Platform & Services

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With our platform nailed down, next it is time to leverage Botkeeper's platform and services as your own. Use this customizable template as a tool to attract prospects, show your firm as tech-focused, and consolidate your expansive offerings now that you have Botkeeper.

Botkeeper Overview

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Just a quick summary of the Botkeeper Accounting Partner Program! Feel free to share this with internal stakeholders or colleagues who aren't yet familiar with our partnership.

Partner Support Directory

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With Botkeeper, we offer some of the best support around. And you're given several layers of resources to turn to! Here's where you can find a quick snapshot as to whom to turn to, when, and in what kind of scenarios.

Deployment Timeline

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Here you'll find an overview of the deployment process, timeline, and milestones to expect during your setup process.

The Next 30 days

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What can an Accounting Partner expect over the first 30 days of working with Botkeeper? Click here to take a peek into the future!

Tips and Tricks

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The absolute best teacher is experience! So we've compiled tips, tricks, and tidbits from both our internal Botkeeper team, as well as our most successful partners. Read on to learn how to hit the ground running!

FAQ

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You've got questions. We've got answers! Find all the answers to your questions about Botkeeper, our platform, our services, and our security.

Client Announcement Template

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Give your clients a heads up on the new solution you're bringing into your firm (yep, we're talking about Botkeeper). Getting the news out can help you get in front of questions, concerns, and help to expedite your client onboarding. Not to mention, make you look even more awesome :)

Client Invite to Portal Email Template

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A nice warm welcome email from you to your clients to get started on your new platform. We've put the messaging together so you don't have to!

Rapid Write-Up Package Service Template

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Are you ready to offer more tax planning services to generate more revenue? This template has everything you need to offer your clients tax planning services including cash basis accounting, reconciliation, standard reports, and QBD file conversion— all provided as part of the Botkeeper Rapid Write-Up Package. Use this as a way to lessen the stress of tax season, generate revenue and provide higher-value services to clients.

Firm Fact Sheet Template

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It's time to get the word out there! A Firm Fact Sheet is a great piece of collateral to hand off to prospects when trying to drive lead generation. We've put together a template for you to personalize, customize, and make your own!

Social Media Guide

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If you're not already a social media guru, diving in can be daunting. We've put together this helpful guide on best practices, as well as how to get your social media efforts organized, and launched quickly!

12 Months of Social Media

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You don't have to be a marketing expert to start generating buzz on social media- we've done a year's worth of work for you already! Our 12 months of Social toolkit is customized for those in the Accounting Industry, with 99% of the works already done for you. Go forth and tweet!

Write as a Thought Leader

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Botkeeper prospects and customers read our Blog to learn new ways to innovate their back office, scale their businesses, and evaluate the Botkeeper platform. If your goal is to be seen as an expert in Botkeeper's platform, take advantage of this perk.

Marketing Plan Template

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Ready to launch a coordinated marketing plan? This template has everything you need to start getting your ducks in a row. Using some of the best practices from our internal team, we've compiled this comprehensive roadmap to help get you started.

Sales Sheet Template

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Let's talk about sales baby! Your prospects may be trying to understand what makes you different. Use this template to customize your branding, areas of specialty, competitive edge, and any other details you'd like your prospects to know!

Media Kit Template

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Getting some PR traction? Pursuing some media opportunities? Trying to get the attention of a journalist? This template will help you to compile the details you need to add a high-quality media kit to your website.

Stock Image Resources

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We love free stuff. Even better? We love sharing free stuff. Click through to find a great free stock image collection to use on your website, in your emails, in content, and more!

Press Release Guide

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Whether you're new to PR (public relations), or an old pro, this handy summary will ensure you've got the right boxes checked and can easily organize your thoughts. Let the world know you're ready to rock!

Branding Guidelines

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At Botkeeper, we want to ensure we’re serving our clients in a recognizable and professional way as they interact with our platform: on the web, in the product, and in-person at events. If you’ve already used (or plan to use) some of Botkeeper's branding, we’ve designed these handy guidelines for you. Thank you in advance for helping us to provide a consistent experience!

Press Release Template

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Ok, it's time to make some noise! Botkeeper Accounting Partners have seen some great success in leveraging Botkeeper's reach and visibility. Customize this press release template to get the word out about joining the Botkeeper ecosystem, and drive some powerful brand awareness!

Custom Industry-Agnostic

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Want to create your own custom one-pager for any industry without having to use Adobe software or edit a PDF? Look no further than our customizable industry-agnostic one-pager. Add your logo, your contact, your preferred headline and copy, and generate a beautiful PDF to use for your prospects with the click of a button.