Partner with Slate

CAs and Financial Advisors

Businesses are increasingly looking to their accountants for advice. Capitalise on that opportunity with Slate by attracting new businesses with services your competitors can’t offer, and keep existing clients happier with more value for money.

As a reliable platform, we help CAs and Financial Advisors to not just grow their business but also grow their network with long-term clients.

Why should you partner with Slate?

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

As an accountant, it is challenging to fulfill your existing clients' needs while expanding your practice. By partnering with us, you can manage your client's finances efficiently while also getting in touch with newer ones to grow your business.

Increased growth

Differentiate your business and grow your practice rapidly using Slate's technology platform. Slate will even refer clients to you.

Client satisfaction

Increase client satisfaction and word-of-mouth by providing clients with a world-class financial dashboard to help run their business.

Enhanced revenue

Slate helps increase your revenue by providing clients with an interface to meet additional requirements such as credit, RoC compliance, payroll management, etc.

Business development

Slate’s marketing and business development team reaches out to hundreds of potential clients each week. We then match the requirements of interested parties with our Partners and help onboard them as your client, with minimum effort!

Timely collections

Slate pays its Partners within 30 days of billing date even if clients delay their payments. For all clients on Slate’s platform, we send out invoices and follow up on collections using auto-reminders and technology-enabled processes.

Employee training

Slate’s goal is to provide reliable and convenient service to clients. In keeping with that goal, we train our partners’ employees to provide consistent service quality across the entire Slate network.

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

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:

"When I started offering CA 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."

Join our Partner Network

Partner with Slate

CAs and Financial Advisors

Why should you partner with Slate?

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

As an accountant, it is challenging to fulfill your existing clients' needs while expanding your practice. By partnering with us, you can manage your client's finances efficiently while also getting in touch with newer ones to grow your business.

Increased growth

Differentiate your business and grow your practice rapidly using Slate's technology platform. Slate will even refer clients to you.

Client satisfaction

Increase client satisfaction and word-of-mouth by providing clients with a world-class financial dashboard to help run their business.

Enhanced revenue

Slate helps increase your revenue by providing clients with an interface to meet additional requirements such as credit, RoC compliance, payroll management, etc.

Business development

Slate’s marketing and business development team reaches out to hundreds of potential clients each week. We then match the requirements of interested parties with our Partners and help onboard them as your client, with minimum effort!

Timely collections

Slate pays its Partners within 30 days of billing date even if clients delay their payments. For all clients on Slate’s platform, we send out invoices and follow up on collections using auto-reminders and technology-enabled processes.

Employee training

Slate’s goal is to provide reliable and convenient service to clients. In keeping with that goal, we train our partners’ employees to provide consistent service quality across the entire Slate network.

How can you Partner with Slate?

Franchising

White Labeling

Products and Servicesfor 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

Join our Partner Network

Stay in control of your financials.

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