- Knowledge Base & Help Center
- Accounting Partner Resources
- Custom Branded Pricing Pages
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FAQs
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Troubleshooting & Support
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Standard Operating Procedures & Policies
- Transaction Categorizations | Basic Services
- Schedule Maintenance with Month End Journal Entry | Basic Services
- Payroll Journal Entries | Basic Services
- Simple Month End Journal Entries | Basic Services
- Bank & Credit Card Reconciliation | Basic Services
- Standard Monthly Report Package
- Month-End Close | Basic Services
- Monthly Close Timing and Required Information
- Applying Payments to AR Invoices | Advanced Services
- Class & Department or Project/Job Tracking | Advanced Services
- Payroll Categorizations | Advanced Services
- QBO W-9 Form Request | Advanced Services
- 3rd Party Point-of-Sale & Credit Card Merchant | Advanced Services
- Monthly Standard Invoicing | Advanced Services
- Enhanced Ongoing Report Support | Advanced Services
- 3rd Party Inventory Reconciliation | Advanced Services
- Rapid Write Up Procedures
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BOS Feature User Guide
- Getting Started
- Security & SSO
- Navigating BOS
- User Access Permissions
- Managing Users
- Work
- Transaction Manager
- AutoPush
- Manual Push
- Portal Manager
- Documents
- Smart Connect
- Password Manager
- Business Insights
- Scoping Tool
- Integrations & Compatibility
- Communication
- Transaction Insights
- Activity Hub
- Bot Review
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Accounting Partner Resources
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AI UNCHAINED Conference
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Product Updates & Release Notes
Can the Custom Branded Pricing Page be hosted on my firm’s website?
The Custom Branded Pricing Page is hosted by and controlled by the Botkeeper team.
The Custom Branded Pricing Page is hosted by the Botkeeper team to ensure our ability to deliver an optimized experience at scale. This ensures that:
- We never have to access your business’s website
- We’re able to quickly design and launch your page
- Your page is mobile responsive
- The design/look/feel of the page is optimal
- We can effectively leverage our tools for lead capture, exit intent, and a dynamic experience.
You’re able to install on your website by linking out to the custom URL we provide, embedding in your navigation, and/or anywhere you'd like to showcase your services and capture leads!