Partner Program
Join the OneBookPlus Partner Program and give your clients an all-in-one business platform — CRM, bookings, invoicing, and accounting — while you get a free advisor account, a dedicated dashboard, and priority support.
Partner Benefits
The Partner Program is designed for accountants and bookkeepers who want to offer their clients a better experience — without adding cost or complexity to their practice.
Partners get a complimentary OneBookPlus account — no subscription fees, no card required. Use it to manage your own practice while supporting clients.
A dedicated overview of every client on your books. See revenue, outstanding invoices, upcoming BAS deadlines, and activity — all from one screen.
Onboard, manage, and monitor clients in bulk. Import client lists, send invitations at scale, and track engagement status across your entire practice.
Partners get priority email and phone support. Dedicated onboarding help, migration assistance, and a direct line to the product team.
Getting Started
From application to managing your first client — four steps, one business day.
Fill out a short application. We verify your practice details and get you set up within one business day.
Access your dedicated advisor dashboard with client management tools, practice analytics, and BAS preparation support.
Send branded invitations to your clients. They sign up with your referral link and are automatically linked to your practice.
Oversee client books alongside their CRM, bookings, and jobs. BAS prep, financial reporting, and practice management — one platform.
Advisor Access
See what you need, do what you're authorised to do. Advisor access is designed around how accountants and bookkeepers actually work with client data.
View client revenue, expenses, bank transactions, and financial reports without modifying their data. Perfect for review and advisory work.
When clients grant write access, reconcile transactions, categorise expenses, and prepare journals directly in their account.
Pull BAS-ready figures from client accounts. Review GST collected and paid, generate BAS worksheets, and track lodgement deadlines.
See all clients at a glance — upcoming deadlines, outstanding invoices, reconciliation status, and activity. Filter and sort by any field.
Why Partner with OneBookPlus
When your clients run their business on OneBookPlus, their books are cleaner, their data is accessible, and your practice runs smoother.
Your clients get CRM, online bookings, invoicing, and accounting in a single platform. Less tool sprawl means cleaner books for you.
Stop logging into five different client portals. One dashboard, one login, every client. BAS deadlines, financials, and activity in one place.
GST-compliant invoicing, ABN validation, BAS worksheets, and STP-ready payroll. Designed around ATO requirements from day one.
Your advisor account is free — forever. No per-client fees, no hidden charges. Your clients pay their own subscription (or stay on the free plan).
Earn a recurring commission for every client you refer who subscribes to a paid plan. We're finalising the details and will notify all partners when the referral program launches. Apply now to secure your spot.
Register your interestCommon questions about the OneBookPlus Partner Program for Australian accountants and bookkeepers.
Registered Australian accountants, bookkeepers, BAS agents, and tax agents. You'll need a valid ABN and relevant professional registration (e.g. Tax Practitioner Board, IPA, CA ANZ, or CPA Australia).
Yes. Partners receive a full OneBookPlus account at no cost — no trial period, no card required. You can use it to run your own practice and manage client accounts.
By default, advisor access is read-only: you can view financial data, reports, and BAS figures. Clients can grant write access so you can manage their books, reconcile transactions, and prepare journals.
Absolutely. Clients choose their own plan based on their needs. The free plan includes core CRM, invoicing, and bookings. Paid plans add advanced features like bank feeds, payroll, and multi-user access.
The referral program is coming soon. Partners will earn a recurring commission for each client they refer who subscribes to a paid plan. We'll share full details when the program launches.
For many SME clients, yes. OneBookPlus combines CRM, bookings, invoicing, and accounting in one platform — which is often enough for sole traders and small businesses. For complex clients, it can complement existing tools.
Free advisor account. Dedicated dashboard. Priority support. Apply today and start managing your clients on a better platform.
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