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THE BOTKEEPER ACCOUNTING PARTNER LAUNCH KIT

A one-stop shop for your Botkeeper growth resources

 

GETTING STARTED

 

INTRODUCING CHANGE TO YOUR CLIENTS

 

GROWING YOUR FIRM

 

Launch

 

INDUSTRY SPECIALITIES

A nice overview as to how Botkeeper can work with your different industry clients. Use some of our existing marketing lingo in your own firm with these plug-and-play templates to help generate more business!

 

Ask the Experts

60 Minutes with Botkeeper's Success Team

Are you ready for some strategies that could be game-changers for your practice? These exclusive Q&A-style panels with our Accounting Growth Partners dive into some of the most sought-after questions our Accounting Partners have. Learn key best practices for efficient client deployments and onboarding, unexpected benefits within the Botkeeper platform, and hear inspiring success stories.

Business team having video conference in the conference room

  • October 22, 2020: Listen to an introduction on the "Ask the Experts" series. Get an overview of the Botkeeper technology stack, the Task Management tool, and learn how to package the Botkeeper services to your clients. Listen to the recording!
  • November 19, 2020: Learn about the Botkeeper Portal best practices and get a sneak peek into the new Botkeeper Portal. Listen to the recording
  • December 17, 2020: Learn about the Botkeeper Onboarding Best Practices. Listen to the recording!
  • January 20, 2021: Hear from Nina Chmura, Market Leader, Outsourced Accounting Systems and Services at Withum. Listen to the recording!
  • February 18, 2021: Join us for another "Ask the Experts" series: How to use Botkeeper to Scale Your Firm with Guest Micah Cannon, Club Capital. Listen to the recording!
  • March 18, 2021: Join us for another "Ask the Experts" series with Botkeeper's Product team. Listen to the recording!
  • April 22, 2021: Join us for another "Ask the Experts" series: Topic TBD. Register today!
  • May 20, 2021: Join us for another "Ask the Experts" series: Topic TBD. Register today!
  • June 17, 2021: Join us for another "Ask the Experts" series: Topic TBD. Register today!
 

Product Updates

Quick access to the latest and greatest releases within your Botkeeper Platform. Check out what's new below!

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Transaction Manager

By automating one of the biggest challenges in the modern-day firm, Accounting Professionals can now put their books on autopilot.

TM Blog

Want a deep dive into the TM? Visit our blog and learn what it is, why it matters, and how it works.

TM Feature Page

TM provides many benefits to you and your firm. Visit the feature page to see the highlights.

TM Explainer

Ready to see the action firsthand? Check out the TM with this action-packed explainer video.

Smart Connect

Getting your client account data has never been easier with a new seamless connection to all your client's financial data.

SC Blog

Want a deep dive into SC? Visit our blog and learn what it is, why it matters, and how it works.

SC Feature Page

SC provides many benefits to you and your firm. Visit the feature page to see the highlights.

SC Explainer

Ready to see Smart Connect in real-time? Check out SC with this action-packed explainer video.

Task Manager

Quickly create, access, and manage all your firm’s outstanding tasks in one secure place.

Feature Page

Task Manager provides you a simplified way to communicate and improve staff oversight. Visit the feature page to see the highlights.

Password Manager

Securely store your client’s 3rd party application credentials and easily share access all within the platform.

Password Manager Blog

Want a deep dive into Password Manager? Visit our blog and learn what it is, why it matters, and how it works.

Password Manager Feature Page

Password Manager provides many benefits to you and your firm. Visit the feature page to see the highlights.

Password Manager Explainer

Ready to see Password Manager in real-time? Check out Password Manager with this action-packed explainer video.

 

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