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.
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.
Differentiate your business and grow your practice rapidly using Slate's technology platform. Slate will even refer clients to you.
Increase client satisfaction and word-of-mouth by providing clients with a world-class financial dashboard to help run their business.
Slate helps increase your revenue by providing clients with an interface to meet additional requirements such as credit, RoC compliance, payroll management, etc.
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!
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.
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?
As a Franchise Partner, you would adopt the Slate brand while growing your business.
Slate tools like invoice reading, practice management, compliance, reporting, etc. reduce TAT and improve accuracy.
Auto-reminders, notifications, and chat interfaces help improve customer communication and enhance customer service.
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.
CA firms can use document management tools to ensure proper storage and security of customer documents, such as invoices.
Most CA firms struggle with collections, so Slate manages this for them using technology to ensure they get paid on time.
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 OneSlatePlatform and cutting-edge tech.
Adopt Slate’s protocols for reliable bookkeeping and compliance, for which we will train your team.
Access all the cutting-edge technology being developed by Slate to automate bookkeeping and compliance.
"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."
CA Sheenu Kapoor
Join our Partner Network
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