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Partner with Slate

CAs and Financial Advisors

Slate provides CAs and Financial Advisors the dual benefit of saving time in creating MIS reports for their clients, while also helping their clients access an easy-to-use mobile and web app to grow their business 2x faster.

What's even more unique is that CAs can co-brand the platform to enhance their offering, which helps them differentiate their business in a crowded market.

Join Our Partner Network

Join our Partner Network

Slate for CAs & Finance Professionals

Ensure your clients have access to the best tools in financial management

  • We provide CAs and finance professionals the opportunity to offer their customers Slate’s quick and easy business digitization platform for faster growth.
  • Not just this, finance professionals also get to co-brand the platform to gain more visibility and awareness.
  • Once Slate creates a verified professional account for you, all you have to do is send invitations to your clients.
  • Once clients accept the invitation, either they or the service providers, sync Tally data in less than 5 minutes, and they are good to go.

Document management

all client documents in one safe & secure place.

Automatic reports

Slate organizes Tally data into helpful reports for your customers.

Automatic data entry into Tally

As customers create invoices, receive payments, their data gets sent to Tally so you save time & effort in doing this manually.

Timely alerts & notifications to clients for filing deadlines

Keep clients informed about upcoming deadlines for important compliances.

5x better customer experience

Your clients will love you for the benefits you bring to them and help them grow their business.

How can you Partner with Slate?

Franchising

As a Franchise Partner, you would adopt the Slate brand while growing your business.

Become a Franchisee

White Labeling

As a White Label Partner, you would adopt and sell our platform with your own branding.

White Label Our Platform

Co-Brand With Slate

As a Finance Professional, you can Co-Brand with Slate and have your own branding on the Slate platform.

White Label Our Platform

Products and Services
for our Partners

Automation

Slate tools like invoice reading, practice management, compliance, reporting, etc. reduce TAT and improve accuracy.

Customer Service

Auto-reminders, notifications, and chat interfaces help improve customer communication and enhance customer service.

Data Sync

CA firms can automatically sync data from Tally, QuickBooks, etc. to the Slate platform, so they require no additional effort after signing up a customer.

Document Management

CA firms can use document management tools to ensure proper storage and security of customer documents, such as invoices.

Collections

Most CA firms struggle with collections, so Slate manages this for them using technology to ensure they get paid on time.

Data Security

Slate ensures data is secure through access control and backup protocols, which often goes overlooked by CA firms due to a lack of technology adoption.

Partner with Slate

Once you are found to be eligible for our program, we will onboard your business as a Slate Partner. As our Partner, you will:

  • Be able to use our brand for all communications and promotions.
  • Provide your clients access to the Slate Platform and cutting-edge tech.
"When I started offering Accounts & Tax Consultancy services, I just had 5 clients on a monthly retainership basis. Post my collaboration with Slate, my clientele increased by 50% monthly on a retainership basis along with additional clients who required only business/GST registrations."
Sheenu Kapoor

Slate Lagao, Business Badhao

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