Better banking
solutions for you
and your clients.
Join our Accountant Partner Program
and bring your clients business banking
solutions designed for them. We’re in
this together.
Easier for you,
better for your
clients.
Welcome to a banking solution built to make your life easier. Save time with dedicated, always-on access to your clients’ accounts. Collaborate and resolve issues without unnecessary back and forth, plus get on-demand visibility into transactions and ledger balances for easier reconciliation.
Why partner with us?
Get secure access to the financial info you need to support your clients
Save time by managing multiple client accounts from one dashboard
Introduce clients to banking and lending solutions they’ll love
Earn rewards as you add new clients
Unlock the full potential of
working with Bluevine
| Starter 0-2 clients | Bronze 3-14 clients | Silver 15-49 clients | Gold 50+ clients | |
|---|---|---|---|---|
| Free Accountant Dashboard | ||||
| Access partner portal to manage client finances seamlessly and delegate staff accounts | true | true | true | true |
| Connect directly to transaction feed and sync with QuickBooks OnlineBVSUP-00056 | true | true | true | true |
| Get transaction data for bank transactions, plus download statements and check images | true | true | true | true |
| Industry leading business checking account for you and your clients | ||||
| 2.0% APYBVSUP-00065 | true | true | true | true |
| No minimum balances and unlimited transactionsBVSUP-00043 | true | true | true | true |
| Streamlined payments | true | true | true | true |
| Firm perks | ||||
| Referral bonusBVSUP-00087 | $50 | $100 | $150 | $200 |
| Service & support | ||||
| Dedicated partner account manager | true | true | true | true |
| Expert support for you and your clients via email, chat, and phone | true | true | true | true |
| Resources & enablement | ||||
| Partner referral link | true | true | true | true |
| Marketing resources | true | true | true | true |
